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
426
$12.5M 0.03%
250,586
+14,840
427
$12.5M 0.03%
119,430
+1,754
428
$12.4M 0.03%
357,042
+17,532
429
$12.3M 0.03%
428,703
+31,162
430
$12.3M 0.03%
137,834
-1,831
431
$12.3M 0.03%
219,400
-3,225
432
$12.3M 0.03%
246,285
-13,629
433
$12.2M 0.03%
179,520
+33,049
434
$12.1M 0.03%
154,547
+6,897
435
$12.1M 0.03%
202,707
+13,955
436
$12.1M 0.03%
159,829
-13,636
437
$12.1M 0.03%
27,668
-11,940
438
$11.9M 0.03%
35,851
+1,073
439
$11.8M 0.03%
196,737
+25,515
440
$11.7M 0.03%
178,822
-19,970
441
$11.7M 0.03%
364,816
-60,819
442
$11.7M 0.03%
69,102
+6,777
443
$11.5M 0.03%
144,490
+12,507
444
$11.5M 0.03%
322,830
+99,761
445
$11.5M 0.03%
386,228
+1,224
446
$11.5M 0.03%
244,929
+43,806
447
$11.4M 0.03%
25,440
-1,110
448
$11.4M 0.03%
159,650
-784
449
$11.4M 0.03%
278,577
-1,606
450
$11.3M 0.03%
696,770
+146,799
16 17
18
19 20