Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.95%
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
+$340M
2
+$316M
3
+$167M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$147M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$147M

Top Sells

1
+$181M
2
+$108M
3
+$103M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$79.6M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$78.7M

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
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