Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $60.4B
This Quarter Return
-0.8%
1 Year Return
+15.61%
3 Year Return
+48.2%
5 Year Return
+69.03%
10 Year Return
+118.46%
AUM
$52.3B
AUM Growth
+$75.9M
Cap. Flow
+$1.19B
Cap. Flow %
2.27%
Top 10 Hldgs %
23.14%
Holding
3,156
New
280
Increased
1,557
Reduced
1,033
Closed
222
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$11M0.02% 107,185
-1,368
-1%
-$141K
$11M0.02% 95,692
-5,520
-5%
-$634K
$11M0.02% 143,328
-77,638
-35%
-$5.95M
$11M0.02% 94,298
+1,800
+2%
+$209K
$10.9M0.02% 214,609
-4,835
-2%
-$246K
$10.9M0.02% 303,956
-265,320
-47%
-$9.52M
$10.9M0.02% 136,910
-6,826
-5%
-$542K
$10.8M0.02% 131,310
+4,222
+3%
+$348K
$10.8M0.02% 63,089
+2,066
+3%
+$353K
$10.7M0.02% 25,553
+2,931
+13%
+$1.23M
$10.6M0.02% 105,009
+24,856
+31%
+$2.51M
$10.6M0.02% 205,833
+2,355
+1%
+$121K
$10.5M0.02% 22,532
+7,492
+50%
+$3.49M
$10.4M0.02% 103,581
-7,929
-7%
-$797K
$10.4M0.02% 254,058
-4,565
-2%
-$187K
$10.4M0.02% 515,882
-190,463
-27%
-$3.84M
$10.3M0.02% 80,922
-4,953
-6%
-$633K
$10.3M0.02% 17,490
+311
+2%
+$183K
$10.3M0.02% 61,218
+613
+1%
+$103K
$10.2M0.02% 171,376
-46,353
-21%
-$2.77M
$10.1M0.02% 101,271
+14,685
+17%
+$1.47M
$10.1M0.02% 200,310
-15,461
-7%
-$781K
$10.1M0.02% 149,247
-137,743
-48%
-$9.33M
$10.1M0.02% 158,077
+8,320
+6%
+$530K
$10M0.02% 50,700
-8,686
-15%
-$1.72M