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
751
$3.96M 0.01%
35,188
+3,799
752
$3.96M 0.01%
92,081
-1,487
753
$3.96M 0.01%
57,387
+227
754
$3.95M 0.01%
121,454
-95
755
$3.95M 0.01%
54,802
-6,672
756
$3.91M 0.01%
7,314
-682
757
$3.9M 0.01%
96,900
+2,233
758
$3.89M 0.01%
86,261
+9,337
759
$3.89M 0.01%
14,432
+573
760
$3.89M 0.01%
206,662
+7,098
761
$3.87M 0.01%
89,626
+62
762
$3.84M 0.01%
64,127
+10,114
763
$3.83M 0.01%
31,021
+15,940
764
$3.81M 0.01%
55,807
+26,159
765
$3.8M 0.01%
141,538
-40,815
766
$3.8M 0.01%
96,515
-4,817
767
$3.79M 0.01%
60,624
+48,264
768
$3.79M 0.01%
115,011
+502
769
$3.79M 0.01%
45,413
+78
770
$3.78M 0.01%
45,556
+192
771
$3.78M 0.01%
162,227
+11,487
772
$3.76M 0.01%
12,238
+10,118
773
$3.75M 0.01%
44,708
+888
774
$3.73M 0.01%
187,130
-4,730
775
$3.72M 0.01%
12,499
-24
29 30
31
32 33