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
$1.66B
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$16.7M
3
+$15.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$11.5M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$10.9M

Top Sells

1
+$4.1M
2
+$3.25M
3
+$3.02M
4
ES icon
Eversource Energy
ES
+$2.83M
5
BA icon
Boeing
BA
+$2.5M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.52%
3 Financials 1.37%
4 Communication Services 1.06%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.36M 0.14%
+37,841
52
$2.35M 0.14%
+20,067
53
$2.31M 0.14%
15,203
-5,121
54
$2.28M 0.14%
+33,976
55
$2.17M 0.13%
+82,942
56
$2.16M 0.13%
19,619
+411
57
$2.15M 0.13%
12,146
+906
58
$2.07M 0.12%
9,755
-4,412
59
$2.05M 0.12%
89,393
+6,922
60
$2.04M 0.12%
8,566
+4,117
61
$1.98M 0.12%
38,471
+7,561
62
$1.9M 0.11%
+18,962
63
$1.9M 0.11%
+9,213
64
$1.89M 0.11%
30,546
+11,701
65
$1.89M 0.11%
15,557
+27
66
$1.88M 0.11%
85,518
+33,288
67
$1.86M 0.11%
17,380
+112
68
$1.84M 0.11%
+41,884
69
$1.83M 0.11%
+16,978
70
$1.78M 0.11%
39,573
-19,444
71
$1.76M 0.11%
+29,256
72
$1.75M 0.11%
25,292
-11,097
73
$1.72M 0.1%
+11,232
74
$1.72M 0.1%
+8,201
75
$1.71M 0.1%
24,491
-17,527
1 2
3
4 5