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
$42.1B
AUM Growth
+$3.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$184M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$124M
5
AAPL icon
Apple
AAPL
+$98.9M

Top Sells

1
+$45.9M
2
+$34.9M
3
+$32.2M
4
JNPR
Juniper Networks
JNPR
+$27.3M
5
PLD icon
Prologis
PLD
+$25.5M

Sector Composition

1 Technology 12.2%
2 Financials 5.63%
3 Healthcare 4.49%
4 Industrials 3.94%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10.6M 0.03%
113,938
-695
477
$10.5M 0.03%
45,090
-2,601
478
$10.5M 0.03%
166,396
-19,185
479
$10.5M 0.02%
225,006
+14,794
480
$10.4M 0.02%
284,234
-5,599
481
$10.3M 0.02%
135,621
+12,346
482
$10.2M 0.02%
18,098
-443
483
$10.2M 0.02%
113,698
+7,415
484
$10.1M 0.02%
110,351
+2,865
485
$10.1M 0.02%
210,606
-3,368
486
$10M 0.02%
138,003
+1,082
487
$9.93M 0.02%
241,504
-72
488
$9.91M 0.02%
+131,916
489
$9.85M 0.02%
43,838
+6,634
490
$9.73M 0.02%
82,044
+217
491
$9.71M 0.02%
20,963
-1,889
492
$9.67M 0.02%
192,344
-25,451
493
$9.66M 0.02%
483,883
+17,422
494
$9.64M 0.02%
219,328
-2,366
495
$9.61M 0.02%
39,751
+753
496
$9.61M 0.02%
60,766
-33,259
497
$9.48M 0.02%
48,205
+8,443
498
$9.43M 0.02%
53,378
+1,562
499
$9.42M 0.02%
129,656
-53,044
500
$9.37M 0.02%
36,862
+1,981
18 19
20
21 22