Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $66.1B
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.7B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,478
New
Increased
Reduced
Closed

Top Buys

1
+$511M
2
+$404M
3
+$391M
4
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$243M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$203M

Top Sells

1
+$421M
2
+$411M
3
+$287M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$204M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$164M

Sector Composition

1 Technology 11.27%
2 Financials 5.7%
3 Healthcare 4.76%
4 Industrials 4.26%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15.4M 0.04%
399,124
+58,380
377
$15.4M 0.04%
104,074
-24,840
378
$15M 0.04%
355,102
+16,893
379
$14.9M 0.04%
79,957
+192
380
$14.7M 0.04%
37,068
-1,218
381
$14.5M 0.04%
36,762
-303
382
$14.5M 0.04%
113,757
+13,151
383
$14.5M 0.04%
118,368
+11,453
384
$14.4M 0.04%
143,610
+111,881
385
$14.3M 0.04%
263,735
+9,868
386
$14.3M 0.04%
175,230
-7,040
387
$14.2M 0.04%
158,616
+7,296
388
$14.1M 0.04%
337,551
-5,372
389
$14.1M 0.04%
182,700
+22,709
390
$13.8M 0.04%
19,800
+4,523
391
$13.6M 0.04%
26,035
-1,021
392
$13.6M 0.04%
54,405
+1
393
$13.6M 0.04%
108,375
-6,571
394
$13.6M 0.04%
147,860
-13,679
395
$13.5M 0.04%
65,382
+32,115
396
$13.5M 0.03%
61,499
+8,693
397
$13.4M 0.03%
282,598
+10,509
398
$13.3M 0.03%
198,792
-1,836
399
$13.2M 0.03%
425,635
-107,603
400
$13.2M 0.03%
+262,780
14 15
16
17 18