Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $52.3B
AUM
$52.3B
AUM Growth
+$75.9M
Cap. Flow
+$1.28B
Cap. Flow %
2.44%
Top 10 Hldgs %
23.14%
Holding
3,156
New
280
Increased
1,557
Reduced
1,033
Closed
222

Top Buys

1
$526M
2
$314M
3
$114M
4
$113M
5
$92.5M

Top Sells

1
$333M
2
$175M
3
$149M
4
$123M
5
$97.5M

Sector Composition

1Technology11.34%
2Financials6.64%
3Healthcare4.39%
4Industrials4.34%
5Consumer Discretionary3.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$10M0.02%58,074
-2,212
-4%
-$381K
$9.99M0.02%47,357
+5,285
+13%
+$1.11M
$9.98M0.02%41,877
+431
+1%
+$103K
$9.93M0.02%157,652
+2,157
+1%
+$136K
$9.92M0.02%31,658
+8,261
+35%
+$2.59M
$9.91M0.02%62,690
+7,945
+15%
+$1.26M
$9.9M0.02%255,758
+5,888
+2%
+$228K
$9.9M0.02%34,291
+5,882
+21%
+$1.7M
$9.89M0.02%29,557
-2,738
-8%
-$916K
$9.87M0.02%561,213
-75,077
-12%
-$1.32M
$9.87M0.02%82,829
-31,845
-28%
-$3.79M
$9.8M0.02%372,953
+2,218
+0.6%
+$58.3K
$9.77M0.02%26,421
-3,847
-13%
-$1.42M
$9.74M0.02%74,302
-8,088
-10%
-$1.06M
$9.71M0.02%945,603
-2,793
-0.3%
-$28.7K
$9.68M0.02%35,732
-3,460
-9%
-$937K
$9.67M0.02%118,738
-2,172
-2%
-$177K
$9.64M0.02%77,906
-23,728
-23%
-$2.94M
$9.62M0.02%74,702
+33,001
+79%
+$4.25M
$9.6M0.02%72,581
+1,231
+2%
+$163K
$9.58M0.02%207,874
+60,445
+41%
+$2.78M
$9.54M0.02%136,807
-1,448
-1%
-$101K
$9.53M0.02%195,819
+118,531
+153%
+$5.77M
$9.52M0.02%117,428
-1,419
-1%
-$115K
$9.47M0.02%40,545
+1,469
+4%
+$343K
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