Wealth Enhancement Advisory Services Portfolio holdings
AUM
$73.7B
1-Year Est. Return
18.94%
1 Year Est. Return
+18.94%
AUM
$52.2B
AUM Growth
+$5.71B
(+12%)
Holding
3,012
Top Buys
| 1 | +$454M | |
| 2 | +$225M | |
| 3 | +$221M | |
| 4 |
Apple
AAPL
|
+$219M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$201M |
Top Sells
| 1 | +$327M | |
| 2 | +$189M | |
| 3 | +$70.1M | |
| 4 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$55.7M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$33.9M |
Sector Composition
| 1 | Technology | 12.59% |
| 2 | Financials | 6.3% |
| 3 | Consumer Discretionary | 4.55% |
| 4 | Healthcare | 4.26% |
| 5 | Industrials | 4.2% |