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
$38.7B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,478
New
Increased
Reduced
Closed

Top Buys

1
+$511M
2
+$404M
3
+$391M
4
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$243M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$203M

Top Sells

1
+$421M
2
+$411M
3
+$287M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$204M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$164M

Sector Composition

1 Technology 11.27%
2 Financials 5.7%
3 Healthcare 4.76%
4 Industrials 4.26%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$147M 0.38%
902,284
+41,076
52
$144M 0.37%
4,521,704
+6,252
53
$144M 0.37%
1,174,888
+54,564
54
$140M 0.36%
889,441
+29,503
55
$137M 0.35%
438,713
-2,889
56
$137M 0.35%
2,279,715
+54,054
57
$135M 0.35%
3,306,152
-186,520
58
$134M 0.35%
750,245
-8,619
59
$133M 0.34%
394,554
-182
60
$128M 0.33%
6,343,075
+774,654
61
$127M 0.33%
663,320
+2,135
62
$125M 0.32%
1,135,222
+27,386
63
$125M 0.32%
2,295,880
+66,111
64
$125M 0.32%
1,946,291
-2,556,772
65
$124M 0.32%
441,334
-15,687
66
$123M 0.32%
925,560
-24,630
67
$120M 0.31%
246,756
+24,355
68
$120M 0.31%
3,154,343
-148,955
69
$119M 0.31%
2,378,428
-76,083
70
$113M 0.29%
4,470,886
-1,936,379
71
$111M 0.29%
613,701
-2,813
72
$111M 0.29%
1,168,216
+202,039
73
$110M 0.28%
308,969
-4,714
74
$108M 0.28%
224,300
-36,045
75
$106M 0.27%
625,783
-7,847
1 2
3
4 5