Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $52.3B
AUM
$52.3B
AUM Growth
+$75.9M
Cap. Flow
+$1.28B
Cap. Flow %
2.44%
Top 10 Hldgs %
23.14%
Holding
3,156
New
280
Increased
1,557
Reduced
1,033
Closed
222

Top Buys

1
$526M
2
$314M
3
$114M
4
$113M
5
$92.5M

Top Sells

1
$333M
2
$175M
3
$149M
4
$123M
5
$97.5M

Sector Composition

1Technology11.34%
2Financials6.64%
3Healthcare4.39%
4Industrials4.34%
5Consumer Discretionary3.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$8.65M0.02%184,869
+44,295
+32%
+$2.07M
$8.65M0.02%20,172
+655
+3%
+$281K
$8.63M0.02%159,741
+120,294
+305%
+$6.5M
$8.61M0.02%264,037
+26,403
+11%
+$861K
$8.6M0.02%741,277
+224,091
+43%
+$2.6M
$8.6M0.02%137,887 New
+$8.6M
$8.58M0.02%77,927
+24,763
+47%
+$2.73M
$8.57M0.02%136,128
+6,814
+5%
+$429K
$8.54M0.02%109,240
+102,401
+1,497%
+$8M
$8.53M0.02%57,934
+8,793
+18%
+$1.29M
$8.53M0.02%108,014
-16,229
-13%
-$1.28M
$8.52M0.02%85,090
+1,811
+2%
+$181K
$8.51M0.02%351,492
+37,066
+12%
+$897K
$8.5M0.02%95,500
+3,338
+4%
+$297K
$8.42M0.02%36,182
+16,574
+85%
+$3.86M
$8.33M0.02%111,540
+186
+0.2%
+$13.9K
$8.32M0.02%376,089
+780
+0.2%
+$17.3K
$8.31M0.02%41,457
+10,158
+32%
+$2.04M
$8.27M0.02%438,955
-23,843
-5%
-$449K
$8.27M0.02%136,178
+45,163
+50%
+$2.74M
$8.26M0.02%77,704
+15,631
+25%
+$1.66M
$8.25M0.02%98,803
+3,550
+4%
+$296K
$8.23M0.02%4,218
+169
+4%
+$330K
$8.2M0.02%325,850
-18,438
-5%
-$464K
$8.17M0.02%81,342
-31,568
-28%
-$3.17M
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