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
501
$9.31M 0.02%
221,694
-9,996
502
$9.27M 0.02%
23,721
+4,615
503
$9.22M 0.02%
87,617
+4,288
504
$9.16M 0.02%
90,333
-17,616
505
$9.08M 0.02%
124,357
-31,052
506
$9.06M 0.02%
34,881
+3,640
507
$9.05M 0.02%
95,366
+3,965
508
$9.02M 0.02%
76,479
+9,179
509
$8.99M 0.02%
61,269
+3,678
510
$8.91M 0.02%
56,148
+29,422
511
$8.85M 0.02%
123,275
+13,986
512
$8.82M 0.02%
359,914
-10,563
513
$8.7M 0.02%
47,046
+22,270
514
$8.69M 0.02%
27,924
+14,644
515
$8.69M 0.02%
212,246
+349
516
$8.67M 0.02%
115,260
-24,540
517
$8.65M 0.02%
549,971
+15,097
518
$8.61M 0.02%
46,820
-2,619
519
$8.56M 0.02%
39,762
-48
520
$8.52M 0.02%
106,283
-9,905
521
$8.5M 0.02%
93,617
-5,506
522
$8.44M 0.02%
377,074
+10,786
523
$8.41M 0.02%
77,043
-1,386
524
$8.35M 0.02%
33,769
+1,410
525
$8.24M 0.02%
88,143
+7,611
19 20
21
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