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
526
$8.22M 0.02%
62,702
-2,100
527
$8.22M 0.02%
218,103
+7,343
528
$8.21M 0.02%
163,932
+77,735
529
$8.2M 0.02%
73,578
-9,873
530
$8.19M 0.02%
85,692
+5,802
531
$8.18M 0.02%
103,907
+11,553
532
$8.13M 0.02%
261,357
-10,046
533
$8.11M 0.02%
163,756
+34,977
534
$8.1M 0.02%
236,202
-33,266
535
$8.07M 0.02%
209,967
-12,702
536
$8.04M 0.02%
4,917
+2
537
$8.03M 0.02%
198,271
-336,743
538
$8.01M 0.02%
171,041
-18,785
539
$7.96M 0.02%
407,538
+10,390
540
$7.94M 0.02%
262,683
+100,133
541
$7.93M 0.02%
37,204
+5,877
542
$7.84M 0.02%
173,080
-323,384
543
$7.81M 0.02%
244,436
+36,720
544
$7.8M 0.02%
138,161
-8,113
545
$7.78M 0.02%
223,069
+10,252
546
$7.77M 0.02%
91,146
-1,729
547
$7.62M 0.02%
102,718
+1,417
548
$7.6M 0.02%
21,688
+10,269
549
$7.56M 0.02%
351,807
+54,610
550
$7.55M 0.02%
193,738
-1,808
20 21
22
23 24