Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $60.4B
This Quarter Return
-0.8%
1 Year Return
+15.61%
3 Year Return
+48.2%
5 Year Return
+69.03%
10 Year Return
+118.46%
AUM
$52.3B
AUM Growth
+$75.9M
Cap. Flow
+$1.19B
Cap. Flow %
2.27%
Top 10 Hldgs %
23.14%
Holding
3,156
New
280
Increased
1,557
Reduced
1,033
Closed
222
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