Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
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 11.26%
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
626
$5.78M 0.01%
284,087
-10,648
627
$5.76M 0.01%
276,767
-39,878
628
$5.76M 0.01%
54,850
+200
629
$5.71M 0.01%
7,922
+423
630
$5.69M 0.01%
188,350
+4,815
631
$5.68M 0.01%
230,813
+18,539
632
$5.66M 0.01%
200,660
-13,324
633
$5.65M 0.01%
144,721
+15,667
634
$5.64M 0.01%
62,367
+1,036
635
$5.61M 0.01%
129,469
-9,784
636
$5.48M 0.01%
39,967
+2,523
637
$5.47M 0.01%
71,891
-14,359
638
$5.46M 0.01%
119,866
-30,090
639
$5.43M 0.01%
52,881
-1,953
640
$5.41M 0.01%
76,480
+15,900
641
$5.39M 0.01%
109,649
+7,670
642
$5.35M 0.01%
27,726
+15,108
643
$5.32M 0.01%
99,582
+28,417
644
$5.31M 0.01%
142,826
+1,940
645
$5.3M 0.01%
162,258
-8,282
646
$5.3M 0.01%
40,256
-10,056
647
$5.3M 0.01%
125,769
+32,127
648
$5.28M 0.01%
61,619
-2,918
649
$5.21M 0.01%
26,739
-841
650
$5.17M 0.01%
91,678
+14,611
24 25
26
27 28