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
476
$9.97M 0.03%
33,213
+2,042
477
$9.93M 0.03%
107,486
+19,567
478
$9.93M 0.03%
171,373
+15,234
479
$9.93M 0.03%
236,075
-481,440
480
$9.89M 0.03%
210,212
+25,212
481
$9.89M 0.03%
440,427
+164,676
482
$9.88M 0.03%
136,921
-1,113
483
$9.87M 0.03%
22,852
+2,433
484
$9.87M 0.03%
59,809
+37,127
485
$9.84M 0.03%
38,998
+20,696
486
$9.81M 0.03%
201,123
-7,765
487
$9.77M 0.03%
168,730
+123,414
488
$9.62M 0.02%
97,436
-123,320
489
$9.62M 0.02%
146,471
+8,010
490
$9.61M 0.02%
49,407
+18,968
491
$9.49M 0.02%
375,584
+4,378
492
$9.47M 0.02%
466,461
-1,617
493
$9.45M 0.02%
26,350
-1,143
494
$9.44M 0.02%
65,153
-2,565
495
$9.44M 0.02%
148,990
-4,886
496
$9.4M 0.02%
+337,615
497
$9.39M 0.02%
114,992
-28,863
498
$9.36M 0.02%
322,674
-51,027
499
$9.36M 0.02%
256,542
-14,891
500
$9.32M 0.02%
121,333
+14,641
18 19
20
21 22