Wealth Enhancement Advisory Services Portfolio holdings
AUM
$60.4B
This Quarter Return
+6.26%
1 Year Return
+15.61%
3 Year Return
+48.2%
5 Year Return
+69.03%
10 Year Return
+118.46%
AUM
$3.82B
AUM Growth
+$3.82B
(+9.6%)
Cap. Flow
+$179M
Cap. Flow
% of AUM
4.69%
Top 10 Holdings %
Top 10 Hldgs %
60.53%
Holding
250
New
42
Increased
100
Reduced
55
Closed
45
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$32.2M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$28M |
| 3 |
Apple
AAPL
|
$24.1M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$13.3M |
| 5 |
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
|
$11.7M |
Top Sells
| 1 |
Microsoft
MSFT
|
$10.8M |
| 2 |
NextEra Energy, Inc.
NEE
|
$5.41M |
| 3 |
Pfizer
PFE
|
$5.23M |
| 4 |
Duke Energy
DUK
|
$4.36M |
| 5 |
McDonald's
MCD
|
$3.66M |
Sector Composition
| 1 | Technology | 2.32% |
| 2 | Healthcare | 1.2% |
| 3 | Financials | 1.18% |
| 4 | Consumer Discretionary | 0.98% |
| 5 | Consumer Staples | 0.7% |
