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
576
$6.99M 0.02%
584,506
-38,770
577
$6.98M 0.02%
+69,511
578
$6.98M 0.02%
129,096
+25,743
579
$6.97M 0.02%
92,348
+15,891
580
$6.95M 0.02%
159,323
-76,971
581
$6.93M 0.02%
119,702
-9,791
582
$6.93M 0.02%
144,687
-752
583
$6.91M 0.02%
132,030
+19,760
584
$6.9M 0.02%
267,687
+4,396
585
$6.89M 0.02%
30,512
+2,963
586
$6.89M 0.02%
365,394
+71,823
587
$6.89M 0.02%
144,354
+6,938
588
$6.88M 0.02%
183,590
-2,212
589
$6.83M 0.02%
56,628
-1,378
590
$6.82M 0.02%
58,101
-4,341
591
$6.82M 0.02%
146,627
+834
592
$6.74M 0.02%
157,266
+4,082
593
$6.74M 0.02%
44,032
-72
594
$6.72M 0.02%
140,489
-571
595
$6.71M 0.02%
68,500
-6,632
596
$6.71M 0.02%
97,737
+52,721
597
$6.7M 0.02%
24,754
+615
598
$6.69M 0.02%
101,543
-1,539
599
$6.67M 0.02%
21,005
+1,500
600
$6.6M 0.02%
84,041
-3,628
22 23
24
25 26