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
$9.28B
AUM Growth
+$691M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Sells

1 +$321M
2 +$171M
3 +$74.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$68.8M
5
QEFA icon
SPDR MSCI EAFE StrategicFactors ETF
QEFA
+$54.9M

Sector Composition

1 Technology 3.29%
2 Healthcare 1.5%
3 Financials 1.29%
4 Communication Services 0.99%
5 Consumer Staples 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
-65,784
577
-11,353