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
701
$4.82M 0.01%
46,484
+44,315
702
$4.82M 0.01%
+138,827
703
$4.81M 0.01%
35,062
-4,905
704
$4.76M 0.01%
235,088
-4,487
705
$4.76M 0.01%
152,793
-9,465
706
$4.68M 0.01%
55,710
-5,909
707
$4.67M 0.01%
15,121
+2,879
708
$4.63M 0.01%
26,350
+1,626
709
$4.56M 0.01%
90,330
+3,535
710
$4.56M 0.01%
55,022
+3,989
711
$4.48M 0.01%
659,519
+67,362
712
$4.46M 0.01%
16,119
-151
713
$4.44M 0.01%
+56,479
714
$4.44M 0.01%
29,504
+3,451
715
$4.43M 0.01%
17,883
-5,482
716
$4.42M 0.01%
109,467
+10,605
717
$4.39M 0.01%
158,517
+121,143
718
$4.38M 0.01%
42,183
-715
719
$4.38M 0.01%
34,331
+10,937
720
$4.36M 0.01%
31,590
+8,671
721
$4.35M 0.01%
28,295
-1,600
722
$4.34M 0.01%
55,688
-141,805
723
$4.34M 0.01%
112,693
+2,065
724
$4.32M 0.01%
76,659
+169
725
$4.31M 0.01%
36,492
+28,272
27 28
29
30 31