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
401
$14.1M 0.03%
112,045
+4,593
402
$14M 0.03%
264,795
+1,060
403
$14M 0.03%
96,580
+35,311
404
$14M 0.03%
172,627
-2,603
405
$14M 0.03%
135,927
-11,472
406
$13.9M 0.03%
448,261
-26,044
407
$13.9M 0.03%
320,239
-17,312
408
$13.8M 0.03%
695,607
+27,071
409
$13.8M 0.03%
27,289
-749
410
$13.7M 0.03%
149,776
+28,091
411
$13.3M 0.03%
421,996
+22,872
412
$13.2M 0.03%
43,898
+6,390
413
$13.1M 0.03%
108,362
-13
414
$13.1M 0.03%
118,462
+11,799
415
$13.1M 0.03%
61,972
+7,735
416
$13M 0.03%
86,996
+14,178
417
$12.9M 0.03%
142,142
-5,718
418
$12.8M 0.03%
457,329
+56,244
419
$12.7M 0.03%
99,961
+1,486
420
$12.7M 0.03%
306,667
+33,875
421
$12.7M 0.03%
329,350
+76,703
422
$12.6M 0.03%
71,514
+10,015
423
$12.6M 0.03%
29,529
+5,692
424
$12.6M 0.03%
119,763
-23,847
425
$12.5M 0.03%
520,587
+23,730
15 16
17
18 19