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
626
$6.22M 0.01%
79,064
-1,684
627
$6.22M 0.01%
392,061
+21,160
628
$6.2M 0.01%
80,929
-1,342
629
$6.18M 0.01%
77,305
+8,805
630
$6.15M 0.01%
160,691
-22,899
631
$6.13M 0.01%
142,144
-2,577
632
$6.11M 0.01%
30,532
+19,552
633
$6.11M 0.01%
134,591
-9,763
634
$6.11M 0.01%
90,142
+13,662
635
$6.1M 0.01%
222,445
+21,785
636
$6.1M 0.01%
33,401
+6,184
637
$6.05M 0.01%
24,200
-2,150
638
$6.05M 0.01%
44,312
+280
639
$6.04M 0.01%
122,997
-6,472
640
$6M 0.01%
177,472
+841
641
$5.93M 0.01%
141,722
+2,091
642
$5.91M 0.01%
162,886
+141,069
643
$5.84M 0.01%
61,162
-403
644
$5.83M 0.01%
279,841
+3,074
645
$5.82M 0.01%
67,995
-46,997
646
$5.8M 0.01%
164,961
-219,524
647
$5.75M 0.01%
66,993
+13,018
648
$5.75M 0.01%
319,791
+286,281
649
$5.74M 0.01%
42,311
-2,454
650
$5.71M 0.01%
124,979
+30,172
24 25
26
27 28