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
726
$3.99M 0.01%
72,360
+13,452
727
$3.98M 0.01%
40,209
+3,801
728
$3.93M 0.01%
64,664
-980
729
$3.91M 0.01%
7,996
+2,379
730
$3.9M 0.01%
123,396
-3,713
731
$3.9M 0.01%
45,364
+3,905
732
$3.89M 0.01%
71,650
+27,547
733
$3.87M 0.01%
121,549
-4,085
734
$3.86M 0.01%
114,509
+9,669
735
$3.85M 0.01%
199,564
+47,896
736
$3.85M 0.01%
170,968
+601
737
$3.84M 0.01%
31,996
-2,193
738
$3.82M 0.01%
51,033
-681
739
$3.8M 0.01%
399,148
+44,788
740
$3.78M 0.01%
26,053
+4,272
741
$3.78M 0.01%
+332,738
742
$3.77M 0.01%
41,366
+3,685
743
$3.75M 0.01%
2,482
+196
744
$3.74M 0.01%
+94,363
745
$3.73M 0.01%
63,904
+63,481
746
$3.72M 0.01%
191,860
+664
747
$3.71M 0.01%
64,130
-477
748
$3.7M 0.01%
94,667
+7,622
749
$3.68M 0.01%
54,965
+11,592
750
$3.67M 0.01%
12,242
+268
28 29
30
31 32