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
451
$11.3M 0.03%
505,917
+12,837
452
$11.3M 0.03%
118,581
-2
453
$11.3M 0.03%
330,741
+202,102
454
$11.3M 0.03%
105,867
-5,586
455
$11.3M 0.03%
439,322
+47,083
456
$11.2M 0.03%
89,790
+51,794
457
$11.2M 0.03%
69,917
+1,894
458
$11.1M 0.03%
433,105
+165,418
459
$11.1M 0.03%
94,270
+8,795
460
$11.1M 0.03%
191,170
+20,108
461
$11.1M 0.03%
96,082
-34,508
462
$11M 0.03%
273,762
-195,777
463
$11M 0.03%
96,559
-6,805
464
$10.9M 0.03%
62,551
+42,737
465
$10.9M 0.03%
183,720
-19,118
466
$10.8M 0.03%
771,191
+611,991
467
$10.8M 0.03%
233,994
-6,979
468
$10.8M 0.03%
484,962
+44,535
469
$10.7M 0.03%
162,519
-7,659
470
$10.7M 0.03%
418,012
-28,212
471
$10.7M 0.03%
431,046
+55,462
472
$10.7M 0.03%
149,841
-977
473
$10.6M 0.03%
76,943
+18,217
474
$10.6M 0.03%
14,497
+5,255
475
$10.6M 0.03%
32,269
-4,493
17 18
19
20 21