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
676
$5.18M 0.01%
+145,965
677
$5.17M 0.01%
272,985
-11,102
678
$5.17M 0.01%
34,054
+3,626
679
$5.15M 0.01%
45,883
-226,665
680
$5.12M 0.01%
52,587
-294
681
$5.1M 0.01%
31,632
+2,334
682
$5.1M 0.01%
105,099
+381
683
$5.08M 0.01%
100,116
+20,274
684
$5.07M 0.01%
18,426
+1,652
685
$5.07M 0.01%
154,416
+137,287
686
$5.06M 0.01%
130,123
-610,204
687
$5.04M 0.01%
46,848
+24,328
688
$5.04M 0.01%
79,889
+10,751
689
$5.03M 0.01%
148,528
+4,532
690
$5.02M 0.01%
44,525
+14,574
691
$4.99M 0.01%
129,163
+34,800
692
$4.98M 0.01%
3,898
+567
693
$4.97M 0.01%
62,995
+628
694
$4.94M 0.01%
273,465
+77,708
695
$4.93M 0.01%
102,519
+778
696
$4.93M 0.01%
65,988
-5,903
697
$4.91M 0.01%
35,575
+345
698
$4.89M 0.01%
240,776
+14,463
699
$4.89M 0.01%
94,452
+64,187
700
$4.86M 0.01%
9,975
+4,772
26 27
28
29 30