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
551
$7.49M 0.02%
71,053
+5,329
552
$7.49M 0.02%
98,141
+4,729
553
$7.48M 0.02%
+751,191
554
$7.46M 0.02%
128,300
+9,500
555
$7.44M 0.02%
30,037
+1,701
556
$7.44M 0.02%
48,019
+2,548
557
$7.42M 0.02%
96,504
-3,055
558
$7.41M 0.02%
157,645
+4,547
559
$7.38M 0.02%
116,728
+4,132
560
$7.38M 0.02%
89,984
+4,420
561
$7.32M 0.02%
33,508
+6,997
562
$7.27M 0.02%
117,499
+4,554
563
$7.2M 0.02%
38,520
+1,903
564
$7.15M 0.02%
321,352
+59,604
565
$7.14M 0.02%
310,252
+71,315
566
$7.12M 0.02%
80,748
+24,063
567
$7.11M 0.02%
152,496
-9,219
568
$7.1M 0.02%
+70,531
569
$7.1M 0.02%
125,398
+3,895
570
$7.05M 0.02%
138,227
-1,430
571
$7.04M 0.02%
106,774
+74,950
572
$7.03M 0.02%
82,271
-8,812
573
$7.01M 0.02%
104,172
+6,501
574
$7M 0.02%
+129,588
575
$7M 0.02%
53,527
-797
21 22
23
24 25