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
$42.1B
AUM Growth
+$3.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$184M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$124M
5
AAPL icon
Apple
AAPL
+$98.9M

Top Sells

1
+$45.9M
2
+$34.9M
3
+$32.2M
4
JNPR
Juniper Networks
JNPR
+$27.3M
5
PLD icon
Prologis
PLD
+$25.5M

Sector Composition

1 Technology 12.2%
2 Financials 5.63%
3 Healthcare 4.49%
4 Industrials 3.94%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15.9M 0.04%
26,725
-1,142
377
$15.8M 0.04%
136,453
-14,777
378
$15.7M 0.04%
218,189
+93,832
379
$15.7M 0.04%
439,304
-10,051
380
$15.7M 0.04%
85,279
+35,872
381
$15.6M 0.04%
324,747
+42,149
382
$15.5M 0.04%
522,235
+357,429
383
$15.5M 0.04%
219,570
+104,310
384
$15.4M 0.04%
89,034
+2,338
385
$15.4M 0.04%
98,320
-7,726
386
$15.4M 0.04%
84,652
+4,695
387
$15.3M 0.04%
158,890
+274
388
$15.2M 0.04%
118,050
-318
389
$15.1M 0.04%
103,321
-753
390
$15M 0.04%
307,925
+211,319
391
$14.9M 0.04%
163,483
+42,961
392
$14.9M 0.04%
193,827
+24,895
393
$14.5M 0.03%
283,497
+32,468
394
$14.5M 0.03%
186,152
+4,551
395
$14.5M 0.03%
192,328
-20,187
396
$14.4M 0.03%
229,682
-37,587
397
$14.4M 0.03%
15,973
+730
398
$14.3M 0.03%
283,479
+20,699
399
$14.2M 0.03%
54,858
+453
400
$14.1M 0.03%
102,332
+8,926
14 15
16
17 18