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
751
$3.66M 0.01%
12,523
+17
752
$3.66M 0.01%
159,234
-9,752
753
$3.65M 0.01%
25,107
+695
754
$3.63M 0.01%
33,557
-4,707
755
$3.62M 0.01%
16,581
+550
756
$3.62M 0.01%
76,930
757
$3.6M 0.01%
+120,784
758
$3.59M 0.01%
90,551
-22,965
759
$3.56M 0.01%
70,843
-5,000
760
$3.56M 0.01%
150,740
-825
761
$3.56M 0.01%
138,403
-66,205
762
$3.54M 0.01%
79,625
-9,525
763
$3.52M 0.01%
95,653
+54,731
764
$3.51M 0.01%
5,722
+881
765
$3.51M 0.01%
114,038
-4,964
766
$3.51M 0.01%
25,322
+2,591
767
$3.5M 0.01%
88,842
-445
768
$3.5M 0.01%
27,319
+48
769
$3.47M 0.01%
31,389
-3,435
770
$3.46M 0.01%
29,654
-199
771
$3.44M 0.01%
26,231
+2,259
772
$3.43M 0.01%
31,191
+2,869
773
$3.43M 0.01%
10,252
-755
774
$3.42M 0.01%
+84,419
775
$3.42M 0.01%
67,375
-13,009
29 30
31
32 33