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
676
$4.75M 0.01%
68,563
+19,381
677
$4.71M 0.01%
81,678
-9,004
678
$4.71M 0.01%
163,362
+36,828
679
$4.71M 0.01%
53,975
+1,944
680
$4.7M 0.01%
131,127
-10,045
681
$4.69M 0.01%
192,863
-60,025
682
$4.68M 0.01%
93,298
-5,243
683
$4.66M 0.01%
239,575
-42,978
684
$4.66M 0.01%
86,795
+26,297
685
$4.64M 0.01%
42,898
-1,095
686
$4.62M 0.01%
89,564
+8,311
687
$4.62M 0.01%
37,996
+7,540
688
$4.62M 0.01%
111,953
+21,159
689
$4.6M 0.01%
29,298
+24,222
690
$4.54M 0.01%
22,255
-1,049
691
$4.52M 0.01%
66,024
+6,485
692
$4.52M 0.01%
30,487
+1,364
693
$4.52M 0.01%
189,516
+1
694
$4.51M 0.01%
95,854
+11,882
695
$4.49M 0.01%
69,138
+2,028
696
$4.47M 0.01%
226,313
+10,768
697
$4.46M 0.01%
24,724
+3,392
698
$4.46M 0.01%
110,628
+4,324
699
$4.44M 0.01%
29,895
+6,065
700
$4.42M 0.01%
141,072
-8,121
26 27
28
29 30