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
$553M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$7.21M
3
+$3.59M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.27M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$3.03M

Top Sells

1
+$7.54M
2
+$2.76M
3
+$1.46M
4
DPZ icon
Domino's
DPZ
+$1.39M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.31M

Sector Composition

1 Consumer Staples 3.64%
2 Financials 2.84%
3 Technology 2.41%
4 Healthcare 2.25%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.28%
64,239
+4,327
52
$1.55M 0.28%
13,317
-735
53
$1.5M 0.27%
45,857
+4,747
54
$1.49M 0.27%
43,109
+4,109
55
$1.48M 0.27%
41,546
+4,838
56
$1.47M 0.27%
16,171
+1,565
57
$1.46M 0.26%
+12,132
58
$1.45M 0.26%
22,259
+2,274
59
$1.45M 0.26%
20,872
+2,056
60
$1.44M 0.26%
27,133
+2,755
61
$1.44M 0.26%
14,781
+1,450
62
$1.43M 0.26%
+16,570
63
$1.43M 0.26%
10,667
+1,067
64
$1.43M 0.26%
+8,052
65
$1.43M 0.26%
+1,214,200
66
$1.42M 0.26%
169,070
+17,280
67
$1.39M 0.25%
15,265
+1,454
68
$1.38M 0.25%
16,002
+1,610
69
$1.38M 0.25%
106,121
+12,012
70
$1.38M 0.25%
12,065
+1,100
71
$1.38M 0.25%
28,965
+2,811
72
$1.36M 0.25%
35,358
+3,864
73
$1.36M 0.25%
14,058
+1,465
74
$1.34M 0.24%
+12,336
75
$1.34M 0.24%
+33,737
1 2
3
4 5