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
$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 11.27%
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
651
$5.17M 0.01%
27,217
+1,421
652
$5.11M 0.01%
139,415
-120
653
$5.11M 0.01%
39,873
+3,948
654
$5.1M 0.01%
62,381
-49,681
655
$5.09M 0.01%
50,410
+33,240
656
$5.08M 0.01%
104,718
-3,308
657
$5.07M 0.01%
225,754
+19,987
658
$5.06M 0.01%
+89,173
659
$5.04M 0.01%
101,741
+5,722
660
$5.02M 0.01%
50,934
+6,191
661
$5M 0.01%
139,631
+16,902
662
$4.99M 0.01%
155,673
-36,622
663
$4.95M 0.01%
156,542
-4,155
664
$4.93M 0.01%
73,833
+1,555
665
$4.93M 0.01%
182,353
+3,482
666
$4.9M 0.01%
143,996
+22,440
667
$4.89M 0.01%
16,774
+296
668
$4.81M 0.01%
60,677
+3,211
669
$4.8M 0.01%
164,806
+98,841
670
$4.79M 0.01%
16,270
-43
671
$4.79M 0.01%
54,799
+2,797
672
$4.76M 0.01%
30,908
+8,601
673
$4.76M 0.01%
30,428
-4,180
674
$4.75M 0.01%
211,076
-3,071
675
$4.75M 0.01%
96,606
+24,792
25 26
27
28 29