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
$2.27B
AUM Growth
+$499M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$31.7M
3
+$30.1M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$25.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$25.2M

Top Sells

1
+$5.08M
2
+$3.87M
3
+$3.07M
4
J icon
Jacobs Solutions
J
+$2.93M
5
ECL icon
Ecolab
ECL
+$2.77M

Sector Composition

1 Technology 2.34%
2 Financials 1.28%
3 Healthcare 1.24%
4 Consumer Discretionary 0.96%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.18M 0.18%
66,331
+41,699
52
$3.96M 0.17%
+73,425
53
$3.86M 0.17%
+13,714
54
$3.61M 0.16%
32,408
+17,840
55
$3.6M 0.16%
+53,052
56
$3.41M 0.15%
23,644
-12,922
57
$3.32M 0.15%
111,773
+71,368
58
$3.29M 0.15%
28,377
-14,706
59
$3.25M 0.14%
28,322
+20,046
60
$3.23M 0.14%
27,383
+1,028
61
$3.17M 0.14%
29,178
+16,428
62
$3.15M 0.14%
57,262
+37,794
63
$3.11M 0.14%
55,200
+36,759
64
$3.09M 0.14%
+20,778
65
$3.04M 0.13%
32,571
-814
66
$3.03M 0.13%
53,192
-7,001
67
$3.01M 0.13%
29,240
+18,465
68
$2.87M 0.13%
48,900
+30,934
69
$2.86M 0.13%
95,568
+71,892
70
$2.81M 0.12%
18,977
+675
71
$2.77M 0.12%
16,052
+9,699
72
$2.71M 0.12%
51,589
+45,462
73
$2.65M 0.12%
+24,176
74
$2.6M 0.11%
42,410
+19,496
75
$2.58M 0.11%
22,434
-2,210
1 2
3
4 5