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
701
$4.38M 0.01%
94,807
+401
702
$4.38M 0.01%
212,025
-16,761
703
$4.34M 0.01%
57,160
-25,483
704
$4.3M 0.01%
24,996
+5,143
705
$4.28M 0.01%
61,003
+9,271
706
$4.28M 0.01%
43,820
+557
707
$4.27M 0.01%
110,926
+14,721
708
$4.26M 0.01%
92,069
+18,688
709
$4.26M 0.01%
76,490
+1,575
710
$4.23M 0.01%
592,157
+48,506
711
$4.22M 0.01%
61,474
-8,116
712
$4.21M 0.01%
101,332
-3,178
713
$4.21M 0.01%
18,727
+440
714
$4.18M 0.01%
128,639
-72,943
715
$4.15M 0.01%
155,106
-871
716
$4.14M 0.01%
110,227
+36,548
717
$4.12M 0.01%
34,487
+1,144
718
$4.11M 0.01%
+35,230
719
$4.1M 0.01%
3,331
+315
720
$4.06M 0.01%
+98,862
721
$4.06M 0.01%
10,323
-196
722
$4.05M 0.01%
79,842
-27,661
723
$4.05M 0.01%
26,006
-105,866
724
$4.01M 0.01%
45,335
+1,067
725
$4M 0.01%
93,568
-8,598
27 28
29
30 31