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
$8.58B
AUM Growth
+$812M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$343M
2
+$317M
3
+$163M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$149M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$148M

Top Sells

1
+$182M
2
+$108M
3
+$99.7M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$78.8M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$73.6M

Sector Composition

1 Technology 2.95%
2 Healthcare 1.75%
3 Financials 1.29%
4 Consumer Staples 1.1%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$245K ﹤0.01%
+1,210
477
$243K ﹤0.01%
+732
478
$241K ﹤0.01%
+2,571
479
$239K ﹤0.01%
+4,607
480
$237K ﹤0.01%
+725
481
$237K ﹤0.01%
+1,309
482
$236K ﹤0.01%
+4,974
483
$236K ﹤0.01%
+3,294
484
$233K ﹤0.01%
+2,532
485
$232K ﹤0.01%
+504
486
$230K ﹤0.01%
+1,253
487
$226K ﹤0.01%
+1,360
488
$226K ﹤0.01%
+1,723
489
$225K ﹤0.01%
+2,428
490
$224K ﹤0.01%
+6,413
491
$224K ﹤0.01%
+2,108
492
$223K ﹤0.01%
+7,600
493
$222K ﹤0.01%
+2,412
494
$220K ﹤0.01%
+7,100
495
$217K ﹤0.01%
+2,108
496
$212K ﹤0.01%
2,331
-29,617
497
$211K ﹤0.01%
+5,213
498
$211K ﹤0.01%
+2,000
499
$210K ﹤0.01%
+1,806
500
$206K ﹤0.01%
+3,200
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