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
551
$7.89M 0.02%
167,794
+71,940
552
$7.89M 0.02%
43,235
-3,585
553
$7.88M 0.02%
128,602
+11,103
554
$7.87M 0.02%
104,884
+977
555
$7.85M 0.02%
89,622
-3,995
556
$7.85M 0.02%
81,619
-8,714
557
$7.84M 0.02%
4,655
-262
558
$7.77M 0.02%
196,730
-13,237
559
$7.76M 0.02%
14,329
+2,985
560
$7.75M 0.02%
482,658
+278,634
561
$7.72M 0.02%
175,659
+11,727
562
$7.7M 0.02%
135,399
+46,226
563
$7.69M 0.02%
38,389
-8,657
564
$7.65M 0.02%
76,136
+6,625
565
$7.62M 0.02%
82,531
-3,161
566
$7.59M 0.02%
58,045
-4,657
567
$7.59M 0.02%
156,095
-1,550
568
$7.48M 0.02%
84,551
+18,246
569
$7.45M 0.02%
221,340
+65,667
570
$7.43M 0.02%
91,301
-1,047
571
$7.42M 0.02%
111,187
+7,015
572
$7.38M 0.02%
220,590
-17,814
573
$7.37M 0.02%
61,560
-12,018
574
$7.34M 0.02%
53,320
-13,330
575
$7.34M 0.02%
138,986
+9,890
21 22
23
24 25