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
401
$13.1M 0.03%
384,485
+337,864
402
$13.1M 0.03%
170,178
+63,648
403
$13.1M 0.03%
152,028
+13,038
404
$13.1M 0.03%
+173,465
405
$13M 0.03%
222,625
+1,103
406
$13M 0.03%
160,434
+4,709
407
$13M 0.03%
185,581
+4,480
408
$13M 0.03%
251,029
+19,363
409
$13M 0.03%
168,932
+6,791
410
$12.7M 0.03%
496,857
+29,339
411
$12.7M 0.03%
26,550
+1,582
412
$12.6M 0.03%
34,778
+3,066
413
$12.4M 0.03%
259,914
+214
414
$12.3M 0.03%
181,601
+66,181
415
$12.3M 0.03%
668,536
-4,465
416
$12.2M 0.03%
58,726
+36,330
417
$12.2M 0.03%
103,364
-5,555
418
$12.2M 0.03%
+213,974
419
$12.2M 0.03%
106,663
+1,215
420
$12.2M 0.03%
167,788
+98,976
421
$12.1M 0.03%
47,492
-531
422
$12.1M 0.03%
147,650
+15,546
423
$12.1M 0.03%
120,462
+6,950
424
$12.1M 0.03%
93,406
-12,738
425
$12M 0.03%
139,665
+7,850
15 16
17
18 19