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
$1.49B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$14.8M
3
+$13.3M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$8.91M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.63M

Top Sells

1
+$7.44M
2
+$3.92M
3
+$3.19M
4
ATVI
Activision Blizzard
ATVI
+$2.97M
5
PGR icon
Progressive
PGR
+$2.59M

Sector Composition

1 Financials 1.96%
2 Technology 1.84%
3 Healthcare 1.55%
4 Consumer Discretionary 1.19%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 0.73%
414,010
+27,408
27
$9.01M 0.6%
174,652
+17,641
28
$8.81M 0.59%
104,954
-1,659
29
$8.62M 0.58%
287,301
+32,601
30
$8.42M 0.57%
130,043
+12,626
31
$7.72M 0.52%
294,445
+1,040
32
$6.05M 0.41%
78,346
+72,199
33
$5.65M 0.38%
43,333
+22,446
34
$5.4M 0.36%
161,557
+864
35
$5.05M 0.34%
116,012
-28,060
36
$4.4M 0.3%
36,869
+17,183
37
$4.35M 0.29%
60,120
-1,800
38
$4.32M 0.29%
83,097
+5,940
39
$4.26M 0.29%
+27,935
40
$4.24M 0.28%
122,866
+61,882
41
$4.12M 0.28%
22,769
+17,181
42
$4.05M 0.27%
43,261
-145
43
$3.64M 0.24%
55,380
-279
44
$3.49M 0.23%
23,104
-1,954
45
$3.44M 0.23%
46,347
-754
46
$3.16M 0.21%
+22,822
47
$3.12M 0.21%
28,757
+3,833
48
$3.09M 0.21%
25,368
+21,910
49
$3.01M 0.2%
+69,615
50
$2.95M 0.2%
+29,994
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