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
$395M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.7M
3
+$5.56M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$5.37M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.9M

Top Sells

1
+$2.39M
2
+$1.68M
3
+$1.44M
4
WMT icon
Walmart
WMT
+$1.25M
5
ANDV
Andeavor
ANDV
+$1.04M

Sector Composition

1 Consumer Staples 4.49%
2 Financials 3.51%
3 Healthcare 3.17%
4 Technology 2.22%
5 Utilities 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.34%
21,108
+1,036
52
$1.35M 0.34%
+20,508
53
$1.26M 0.32%
54,357
-4,233
54
$1.25M 0.32%
23,805
+6,110
55
$1.16M 0.29%
11,033
+98
56
$1.15M 0.29%
13,191
+82
57
$1.14M 0.29%
+13,521
58
$1.12M 0.28%
12,770
+1,253
59
$1.12M 0.28%
15,889
+1,173
60
$1.1M 0.28%
+31,040
61
$1.08M 0.27%
21,358
+1,159
62
$1.08M 0.27%
16,350
+1,629
63
$1.07M 0.27%
10,558
+1,404
64
$1.04M 0.26%
35,156
+3,983
65
$1.04M 0.26%
9,360
+1,021
66
$1.04M 0.26%
+11,444
67
$1.03M 0.26%
19,953
+1,630
68
$1.03M 0.26%
10,496
+1,322
69
$1.02M 0.26%
128,810
+15,700
70
$1.02M 0.26%
19,500
+614
71
$1.02M 0.26%
+33,367
72
$1.02M 0.26%
10,435
+668
73
$1.01M 0.26%
30,752
+5,292
74
$1.01M 0.26%
23,407
+1,679
75
$994K 0.25%
+8,303
1 2
3
4 5