Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $45.5B
1-Year Est. Return 21.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.28B
AUM Growth
+$691M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$424M
2
+$338M
3
+$156M
4
DWAS icon
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
+$86.9M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$81.1M

Top Sells

1
+$327M
2
+$171M
3
+$74.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$69.1M
5
QEFA icon
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
+$55.2M

Sector Composition

1 Technology 3.29%
2 Healthcare 1.5%
3 Financials 1.29%
4 Communication Services 0.99%
5 Consumer Staples 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
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