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
$42.1B
AUM Growth
+$3.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$184M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$124M
5
AAPL icon
Apple
AAPL
+$98.9M

Top Sells

1
+$45.9M
2
+$34.9M
3
+$32.2M
4
JNPR
Juniper Networks
JNPR
+$27.3M
5
PLD icon
Prologis
PLD
+$25.5M

Sector Composition

1 Technology 12.2%
2 Financials 5.63%
3 Healthcare 4.49%
4 Industrials 3.94%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$4.28M 0.01%
44,131
+12,940
727
$4.27M 0.01%
114,430
+102,242
728
$4.25M 0.01%
100,118
-10,808
729
$4.24M 0.01%
2,582
+100
730
$4.24M 0.01%
10,071
-252
731
$4.23M 0.01%
178,806
-10,710
732
$4.21M 0.01%
206,873
-5,152
733
$4.19M 0.01%
325,230
+95,412
734
$4.18M 0.01%
85,584
-6,485
735
$4.17M 0.01%
24,295
+6,913
736
$4.16M 0.01%
34,838
+351
737
$4.16M 0.01%
158,226
+3,120
738
$4.16M 0.01%
41,886
+1,677
739
$4.15M 0.01%
126,977
-4,150
740
$4.15M 0.01%
269,570
+244,517
741
$4.15M 0.01%
11,344
+8,168
742
$4.14M 0.01%
20,368
-1,887
743
$4.09M 0.01%
111,948
-68,090
744
$4.07M 0.01%
174,233
+101,541
745
$4.07M 0.01%
14,244
+3,992
746
$4.05M 0.01%
414,564
+15,416
747
$4.04M 0.01%
116,631
+6,404
748
$4.01M 0.01%
9,898
+6,043
749
$3.98M 0.01%
47,832
-20,731
750
$3.98M 0.01%
77,251
+4,891
28 29
30
31 32