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
426
$12M 0.03%
397,541
+35,232
427
$11.8M 0.03%
280,183
-9,250
428
$11.8M 0.03%
47,691
-1,454
429
$11.8M 0.03%
154,042
+44,692
430
$11.8M 0.03%
68,023
+2,940
431
$11.7M 0.03%
235,746
-18,049
432
$11.7M 0.03%
339,510
+19,777
433
$11.6M 0.03%
72,818
+824
434
$11.5M 0.03%
98,475
+34,515
435
$11.5M 0.03%
121,685
+42,317
436
$11.5M 0.03%
385,004
+5,800
437
$11.4M 0.03%
272,792
+61,944
438
$11.4M 0.03%
446,224
+173,726
439
$11.4M 0.03%
120,522
-814
440
$11.4M 0.03%
66,650
-3,210
441
$11.3M 0.03%
401,085
+286,279
442
$11.3M 0.03%
188,752
+15,540
443
$11.2M 0.03%
54,237
+8,471
444
$11.1M 0.03%
643,511
-72,891
445
$11.1M 0.03%
493,080
+197,928
446
$11M 0.03%
155,858
-227,900
447
$11M 0.03%
+217,795
448
$11M 0.03%
117,676
+4,506
449
$11M 0.03%
150,818
-2,022
450
$10.9M 0.03%
62,325
+18,262
16 17
18
19 20