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
576
$7.34M 0.02%
72,992
+11,934
577
$7.31M 0.02%
107,430
+9,693
578
$7.3M 0.02%
56,708
+1,858
579
$7.29M 0.02%
144,269
+6,042
580
$7.28M 0.02%
134,790
+2,760
581
$7.26M 0.02%
91,616
+3,473
582
$7.22M 0.02%
94,552
-1,952
583
$7.19M 0.02%
36,504
+6,690
584
$7.19M 0.02%
23,010
+2,005
585
$7.18M 0.02%
159,805
-13,275
586
$7.11M 0.02%
146,610
+12,618
587
$7.1M 0.02%
94,541
+33,538
588
$7.08M 0.02%
123,677
-1,721
589
$7.06M 0.02%
141,963
+132,414
590
$7.06M 0.02%
51,033
+3,014
591
$7.02M 0.02%
175,208
+128,470
592
$7.01M 0.02%
173,319
-24,952
593
$6.99M 0.02%
139,549
-940
594
$6.94M 0.02%
138,978
+36,903
595
$6.91M 0.02%
238,597
+75,235
596
$6.89M 0.02%
204,760
-31,442
597
$6.87M 0.02%
196,208
+7,858
598
$6.86M 0.02%
56,261
+7,575
599
$6.82M 0.02%
53,104
-423
600
$6.75M 0.02%
72,787
+41,154
22 23
24
25 26