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
$4.42B
AUM Growth
+$608M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$59M
2
+$23.7M
3
+$15.6M
4
MSFT icon
Microsoft
MSFT
+$11.3M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$11M

Top Sells

1
+$5.68M
2
+$5.28M
3
+$4.65M
4
CRM icon
Salesforce
CRM
+$4.01M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.9M

Sector Composition

1 Technology 2.3%
2 Healthcare 1.28%
3 Financials 0.96%
4 Consumer Discretionary 0.9%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.04M 0.2%
273,798
+28,160
52
$8.54M 0.19%
387,827
+85,169
53
$8.47M 0.19%
61,063
-17,607
54
$7.75M 0.18%
84,089
+64,780
55
$7.14M 0.16%
103,393
+12,740
56
$6.92M 0.16%
69,453
+7,787
57
$6.71M 0.15%
56,640
+2,429
58
$6.61M 0.15%
18,979
+13,915
59
$6.42M 0.15%
+39,756
60
$6.37M 0.14%
41,316
+11,610
61
$6.36M 0.14%
57,715
+9,882
62
$6.31M 0.14%
81,764
+48,848
63
$6.28M 0.14%
138,235
+57,660
64
$5.81M 0.13%
+71,276
65
$5.76M 0.13%
38,818
+27,434
66
$5.63M 0.13%
63,573
+7,281
67
$5.49M 0.12%
98,033
+17,684
68
$5.48M 0.12%
38,946
-3,754
69
$5.42M 0.12%
8,618
+5,890
70
$5.42M 0.12%
61,070
+58,428
71
$5.38M 0.12%
14,857
+6,199
72
$5.37M 0.12%
79,858
+12,436
73
$5.31M 0.12%
104,514
+65,801
74
$5.09M 0.12%
+8,404
75
$4.96M 0.11%
66,693
+3,635
1 2
3
4 5