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
526
$8.59M 0.02%
615,723
-135,468
527
$8.55M 0.02%
160,712
-28,471
528
$8.47M 0.02%
205,134
-30,941
529
$8.43M 0.02%
201,599
+75,830
530
$8.43M 0.02%
121,482
-34,376
531
$8.42M 0.02%
381,774
+60,422
532
$8.41M 0.02%
197,941
+4,203
533
$8.41M 0.02%
31,822
-1,947
534
$8.41M 0.02%
99,769
+9,785
535
$8.39M 0.02%
343,523
-16,391
536
$8.38M 0.02%
124,409
+16,263
537
$8.36M 0.02%
152,753
-39,478
538
$8.32M 0.02%
66,066
+913
539
$8.24M 0.02%
166,389
+2,633
540
$8.21M 0.02%
129,376
+12,648
541
$8.14M 0.02%
432,379
+66,985
542
$8.1M 0.02%
93,197
+2,051
543
$8.1M 0.02%
87,430
+81,060
544
$8.06M 0.02%
76,413
+5,360
545
$8.02M 0.02%
248,220
-13,137
546
$7.97M 0.02%
40,415
+1,895
547
$7.96M 0.02%
98,095
-46
548
$7.95M 0.02%
79,410
+8,879
549
$7.94M 0.02%
32,198
+1,686
550
$7.89M 0.02%
143,405
+5,244
20 21
22
23 24