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
451
$10.9M 0.03%
+51,816
452
$10.9M 0.03%
114,633
+9,383
453
$10.9M 0.03%
37,508
+2,241
454
$10.8M 0.03%
192,231
-12,196
455
$10.8M 0.03%
111,453
+5,491
456
$10.6M 0.03%
131,983
-8,619
457
$10.6M 0.03%
240,973
+6,537
458
$10.6M 0.03%
85,475
+16,735
459
$10.6M 0.03%
41,527
+2,483
460
$10.5M 0.03%
23,837
+53
461
$10.4M 0.03%
18,541
-261
462
$10.3M 0.03%
171,222
-6,134
463
$10.3M 0.03%
189,183
+184,909
464
$10.3M 0.03%
34,830
+2,202
465
$10.3M 0.03%
479,677
-963
466
$10.2M 0.03%
365,711
+128,365
467
$10.2M 0.03%
289,833
+14,332
468
$10.2M 0.03%
118,583
-1,515
469
$10.2M 0.03%
238,404
+2,582
470
$10.2M 0.03%
241,576
-100,456
471
$10.1M 0.03%
392,239
+192,454
472
$10M 0.03%
81,827
-533
473
$10M 0.03%
394,719
-10,733
474
$10M 0.03%
171,062
+53,114
475
$9.99M 0.03%
252,647
-56,043
17 18
19
20 21