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
$1.49B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$14.8M
3
+$13.3M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$8.91M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.63M

Top Sells

1
+$7.44M
2
+$3.92M
3
+$3.19M
4
ATVI
Activision Blizzard
ATVI
+$2.97M
5
PGR icon
Progressive
PGR
+$2.59M

Sector Composition

1 Financials 1.96%
2 Technology 1.84%
3 Healthcare 1.55%
4 Consumer Discretionary 1.19%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.94M 0.2%
42,333
+18,326
52
$2.9M 0.19%
25,559
+1,409
53
$2.61M 0.18%
37,758
-31,145
54
$2.56M 0.17%
+82,640
55
$2.53M 0.17%
25,207
+5,653
56
$2.46M 0.17%
+20,326
57
$2.42M 0.16%
31,072
-23,401
58
$2.4M 0.16%
+10,713
59
$2.29M 0.15%
26,108
-18,657
60
$2.24M 0.15%
9,856
+2,614
61
$2.21M 0.15%
50,101
-4,569
62
$2.19M 0.15%
+14,692
63
$2.07M 0.14%
27,906
-10,491
64
$2.02M 0.14%
12,473
-1,277
65
$1.95M 0.13%
+22,427
66
$1.86M 0.12%
17,164
+99
67
$1.85M 0.12%
+9,804
68
$1.84M 0.12%
+17,460
69
$1.69M 0.11%
52,488
-10,365
70
$1.68M 0.11%
25,226
+18,885
71
$1.66M 0.11%
14,722
-163
72
$1.63M 0.11%
+782
73
$1.62M 0.11%
+12,181
74
$1.62M 0.11%
+4,794
75
$1.6M 0.11%
100,825
-45,170
1 2
3
4 5