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
$1.62B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.38M
3
+$9.37M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$7.17M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$7.06M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$3.01M
4
RMD icon
ResMed
RMD
+$2.95M
5
EA icon
Electronic Arts
EA
+$2.46M

Sector Composition

1 Technology 2.15%
2 Healthcare 1.84%
3 Financials 1.55%
4 Industrials 1.25%
5 Communication Services 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.83M 0.17%
48,467
+33,224
52
$2.69M 0.17%
7,876
+3,082
53
$2.53M 0.16%
60,900
-21,740
54
$2.51M 0.15%
4,226
+1,944
55
$2.49M 0.15%
18,522
+7,875
56
$2.47M 0.15%
36,389
-5,944
57
$2.47M 0.15%
+40,763
58
$2.44M 0.15%
19,208
-17,661
59
$2.43M 0.15%
14,500
-8,269
60
$2.37M 0.15%
7,736
+4,359
61
$2.34M 0.14%
26,491
+383
62
$2.31M 0.14%
+40,965
63
$2.15M 0.13%
15,530
-7,574
64
$2.04M 0.13%
18,427
+6,431
65
$2.02M 0.12%
+17,238
66
$2M 0.12%
82,471
+29,867
67
$1.99M 0.12%
16,896
+6,515
68
$1.93M 0.12%
+11,240
69
$1.91M 0.12%
+44,439
70
$1.88M 0.12%
17,268
+104
71
$1.87M 0.12%
+92,759
72
$1.87M 0.12%
36,797
+4,620
73
$1.86M 0.11%
+31,081
74
$1.8M 0.11%
11,277
-1,196
75
$1.74M 0.11%
25,579
+353
1 2
3
4 5