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
$1.41B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.5M
3
+$12.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$11.8M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$8.58M

Top Sells

1
+$6.25M
2
+$5.32M
3
+$4.43M
4
GD icon
General Dynamics
GD
+$4.31M
5
PAYX icon
Paychex
PAYX
+$4.28M

Sector Composition

1 Technology 2.76%
2 Financials 2.05%
3 Healthcare 1.9%
4 Industrials 1.47%
5 Consumer Staples 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.97M 0.21%
42,256
+6,298
52
$2.94M 0.21%
+8,733
53
$2.93M 0.21%
24,924
+9,796
54
$2.86M 0.2%
+21,745
55
$2.81M 0.2%
65,108
-3,430
56
$2.77M 0.2%
23,533
+434
57
$2.74M 0.19%
38,397
-4,054
58
$2.72M 0.19%
24,150
+3,466
59
$2.63M 0.19%
19,686
-1,327
60
$2.59M 0.18%
+46,227
61
$2.55M 0.18%
+27,072
62
$2.54M 0.18%
10,681
+7,114
63
$2.52M 0.18%
18,078
-44,769
64
$2.52M 0.18%
54,670
-28,035
65
$2.5M 0.18%
145,995
-52,450
66
$2.49M 0.18%
89,440
+55,122
67
$2.44M 0.17%
+49,225
68
$2.39M 0.17%
13,750
-713
69
$2.34M 0.17%
62,853
+974
70
$2.24M 0.16%
28,044
+14,442
71
$2.23M 0.16%
+13,573
72
$2.2M 0.16%
19,554
-1,340
73
$2.16M 0.15%
12,021
+414
74
$2.12M 0.15%
52,602
-5,271
75
$2.11M 0.15%
+60,984
1 2
3
4 5