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
$553M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$7.21M
3
+$3.59M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.27M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$3.03M

Top Sells

1
+$7.54M
2
+$2.76M
3
+$1.46M
4
DPZ icon
Domino's
DPZ
+$1.39M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.31M

Sector Composition

1 Consumer Staples 3.64%
2 Financials 2.84%
3 Technology 2.41%
4 Healthcare 2.25%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.44M 0.98%
181,930
-252,347
27
$5.19M 0.94%
159,663
+17,521
28
$4.79M 0.87%
96,276
+9,536
29
$3.68M 0.67%
34,331
+4,929
30
$3.66M 0.66%
131,441
+14,646
31
$3.08M 0.56%
52,955
+653
32
$2.33M 0.42%
35,429
+3,866
33
$2.27M 0.41%
31,892
+3,144
34
$2.1M 0.38%
17,288
+1,760
35
$2.1M 0.38%
32,089
+3,340
36
$2.07M 0.37%
46,281
+4,866
37
$2.03M 0.37%
25,217
+2,694
38
$2.01M 0.36%
25,756
+2,975
39
$2M 0.36%
26,057
+2,887
40
$2M 0.36%
37,048
+4,224
41
$1.99M 0.36%
23,210
+2,617
42
$1.98M 0.36%
27,101
+2,898
43
$1.98M 0.36%
14,381
+1,582
44
$1.94M 0.35%
18,273
+2,155
45
$1.92M 0.35%
26,011
+3,092
46
$1.92M 0.35%
22,703
+2,749
47
$1.9M 0.34%
41,883
+4,852
48
$1.79M 0.32%
74,442
+9,483
49
$1.58M 0.29%
45,366
+3,442
50
$1.57M 0.28%
+21,033
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