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
501
$9.28M 0.02%
43,234
+1,707
502
$9.22M 0.02%
530,951
-112,560
503
$9.18M 0.02%
324,383
+1,709
504
$9.17M 0.02%
35,093
+263
505
$9.17M 0.02%
78,591
+69,526
506
$9.15M 0.02%
87,413
-204
507
$9.14M 0.02%
93,532
+38,733
508
$9.11M 0.02%
96,430
+1,064
509
$9.09M 0.02%
128,193
+6,860
510
$8.96M 0.02%
492,666
+12,989
511
$8.91M 0.02%
79,329
+2,286
512
$8.89M 0.02%
141,973
+13,673
513
$8.87M 0.02%
245,801
+27,698
514
$8.87M 0.02%
67,444
-9,035
515
$8.86M 0.02%
412,311
+4,773
516
$8.82M 0.02%
379,656
+2,582
517
$8.82M 0.02%
135,842
+34,299
518
$8.79M 0.02%
142,637
-6,353
519
$8.77M 0.02%
61,468
+21,212
520
$8.76M 0.02%
89,502
-7,934
521
$8.75M 0.02%
29,284
+5,563
522
$8.71M 0.02%
164,094
+44,392
523
$8.61M 0.02%
129,489
+22,715
524
$8.6M 0.02%
283,224
+38,788
525
$8.6M 0.02%
31,950
+1,913
19 20
21
22 23