Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $60.4B
AUM
$52.3B
AUM Growth
+$75.9M
Cap. Flow
+$1.19B
Cap. Flow %
2.27%
Top 10 Hldgs %
23.14%
Holding
3,156
New
280
Increased
1,557
Reduced
1,033
Closed
222

Top Buys

1
$526M
2
$314M
3
$114M
4
$113M
5
$92.5M

Top Sells

1
$333M
2
$175M
3
$149M
4
$123M
5
$97.5M

Sector Composition

1Technology11.34%
2Financials6.64%
3Healthcare4.39%
4Industrials4.34%
5Consumer Discretionary3.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$21.5M0.04% 640,983
+2,030
+0.3%
+$68K
$21.4M0.04% 266,844
-3,875
-1%
-$311K
$21.4M0.04% 33,745
-12,246
-27%
-$7.77M
$21.1M0.04% 183,077
+26,429
+17%
+$3.04M
$21.1M0.04% 357,429
+54,196
+18%
+$3.2M
$21.1M0.04% 271,727
-249,105
-48%
-$19.3M
$21.1M0.04% 337,242
+20,085
+6%
+$1.25M
$20.9M0.04% 162,603
+44,687
+38%
+$5.73M
$20.8M0.04% 687,431
-218,606
-24%
-$6.63M
$20.8M0.04% 307,790
+24,849
+9%
+$1.68M
$20.8M0.04% 396,663
-176,628
-31%
-$9.28M
$20.8M0.04% 468,246
-1,609,881
-77%
-$71.5M
$20.7M0.04% 132,070
+4,007
+3%
+$628K
$20.5M0.04% 472,792
-24,375
-5%
-$1.06M
$20.5M0.04% 133,627
+11,768
+10%
+$1.8M
$20.4M0.04% 198,808
-379,668
-66%
-$39M
$20.4M0.04% 212,722
+31,225
+17%
+$3M
$20.3M0.04% 245,723
+25,502
+12%
+$2.1M
$20.1M0.04% 131,503
+10,423
+9%
+$1.6M
$20.1M0.04% 143,291
+15,785
+12%
+$2.22M
$20M0.04% 420,114
-84,918
-17%
-$4.04M
$20M0.04% 32,535
+1,859
+6%
+$1.14M
$19.9M0.04% 698,888
-172,550
-20%
-$4.92M
$19.9M0.04% 342,197
-123,400
-27%
-$7.18M
$19.9M0.04% 525,359
-10,135
-2%
-$384K
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