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
$8.16M0.02%128,392
-9,155
-7%
-$582K
$8.14M0.02%26,235
+24,482
+1,397%
+$7.59M
$8.12M0.02%172,866
+67,559
+64%
+$3.18M
$8.11M0.02%139,086
+80,804
+139%
+$4.71M
$8.07M0.02%243,239
+18,399
+8%
+$610K
$8.02M0.02%4,292
+44
+1%
+$82.3K
$8.02M0.02%15,775
+28
+0.2%
+$14.2K
$8.01M0.02%48,364
+34,364
+245%
+$5.69M
$8.01M0.02%43,817
+4,827
+12%
+$882K
$7.99M0.02%160,424
+4,058
+3%
+$202K
$7.94M0.02%113,117
+8,627
+8%
+$606K
$7.94M0.02%97,998
+981
+1%
+$79.5K
$7.92M0.02%166,709
+169
+0.1%
+$8.03K
$7.9M0.02%221,496
+26,011
+13%
+$927K
$7.88M0.02%85,740
-10,525
-11%
-$967K
$7.85M0.01%413,523
-11,798
-3%
-$224K
$7.79M0.01%237,889
+64,720
+37%
+$2.12M
$7.79M0.01%101,311
+28,154
+38%
+$2.16M
$7.78M0.01%13,762
+7,063
+105%
+$3.99M
$7.76M0.01%35,172
+24,799
+239%
+$5.47M
$7.75M0.01%103,738
-7,126
-6%
-$532K
$7.72M0.01%221,022
+25,931
+13%
+$906K
$7.68M0.01%84,795
-26,917
-24%
-$2.44M
$7.67M0.01%356,421
-82,589
-19%
-$1.78M
$7.66M0.01%133,014
-909
-0.7%
-$52.3K
1 2526272829126