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
26
$243M 0.63%
+4,772,916
27
$242M 0.63%
1,493,787
+17,979
28
$232M 0.6%
605,338
+24,333
29
$209M 0.54%
8,260,602
-11,346,522
30
$203M 0.53%
4,974,781
-29,005
31
$200M 0.52%
404,653
+18,316
32
$197M 0.51%
1,052,751
-2,246,096
33
$194M 0.5%
3,342,868
-532,910
34
$193M 0.5%
1,222,380
+39,541
35
$191M 0.49%
364,949
+11,356
36
$191M 0.49%
682,924
+45,038
37
$182M 0.47%
698,378
+36,830
38
$176M 0.45%
395,556
+20,766
39
$174M 0.45%
6,420,276
-150,348
40
$172M 0.44%
357,433
+66,126
41
$171M 0.44%
498,011
-1,176
42
$169M 0.44%
1,457,105
+40,623
43
$164M 0.42%
934,310
-11,256
44
$162M 0.42%
1,225,129
+31,347
45
$160M 0.41%
1,051,344
+881
46
$156M 0.4%
8,021,430
-433,192
47
$156M 0.4%
2,590,079
-459
48
$154M 0.4%
7,138,219
+202,547
49
$153M 0.39%
3,006,306
+499,399
50
$148M 0.38%
811,425
+14,899
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