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
651
$5.66M 0.01%
180,163
+145,588
652
$5.64M 0.01%
76,507
+2,674
653
$5.64M 0.01%
116,128
-28,559
654
$5.62M 0.01%
119,027
+6,580
655
$5.6M 0.01%
120,835
-50,206
656
$5.59M 0.01%
50,746
-5,882
657
$5.58M 0.01%
156,864
+27,276
658
$5.57M 0.01%
113,639
+3,990
659
$5.55M 0.01%
233,875
+3,062
660
$5.47M 0.01%
71,068
+5,044
661
$5.45M 0.01%
20,891
+2,164
662
$5.41M 0.01%
101,886
+2,304
663
$5.38M 0.01%
139,407
-8
664
$5.35M 0.01%
26,519
-220
665
$5.31M 0.01%
53,769
+2,835
666
$5.28M 0.01%
211,456
-44,094
667
$5.28M 0.01%
114,942
-15,787
668
$5.27M 0.01%
36,134
+9,903
669
$5.27M 0.01%
116,521
-3,345
670
$5.26M 0.01%
268,118
+180,929
671
$5.23M 0.01%
143,415
+589
672
$5.21M 0.01%
231,668
+5,914
673
$5.2M 0.01%
153,302
-3,240
674
$5.2M 0.01%
94,587
+1,289
675
$5.2M 0.01%
482,971
+150,233
25 26
27
28 29