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
601
$6.58M 0.02%
49,505
-12,198
602
$6.52M 0.02%
255,550
+20,393
603
$6.46M 0.02%
133,992
+1,025
604
$6.37M 0.02%
180,038
+10,685
605
$6.29M 0.02%
61,058
-2,103
606
$6.27M 0.02%
59,293
-7,400
607
$6.24M 0.02%
108,146
+14,108
608
$6.19M 0.02%
55,318
+28,421
609
$6.16M 0.02%
112,447
-10,839
610
$6.14M 0.02%
176,631
-4,522
611
$6.13M 0.02%
48,686
+3,893
612
$6.13M 0.02%
130,729
-25,142
613
$6.12M 0.02%
60,665
+22,280
614
$6.11M 0.02%
29,814
+13,851
615
$6.11M 0.02%
4,013
+11
616
$6.08M 0.02%
23,365
-314
617
$5.96M 0.02%
42,993
+7,686
618
$5.95M 0.02%
66,305
+1,785
619
$5.93M 0.02%
325,536
-1,101
620
$5.89M 0.02%
61,565
+2,126
621
$5.88M 0.02%
11,344
+877
622
$5.85M 0.02%
205,272
+99,956
623
$5.83M 0.02%
102,075
-20,575
624
$5.81M 0.02%
370,901
-59,168
625
$5.79M 0.02%
44,765
-29,985
23 24
25
26 27