Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.2B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,012
New
Increased
Reduced
Closed

Top Buys

1
+$454M
2
+$225M
3
+$221M
4
AAPL icon
Apple
AAPL
+$219M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$201M

Top Sells

1
+$327M
2
+$189M
3
+$70.1M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$55.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$33.9M

Sector Composition

1 Technology 12.59%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Healthcare 4.26%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$5.72M 0.01%
138,580
+129,099
752
$5.7M 0.01%
112,188
+84,746
753
$5.7M 0.01%
143,253
+63,546
754
$5.69M 0.01%
275,627
+54,745
755
$5.69M 0.01%
51,572
+9,229
756
$5.66M 0.01%
48,754
-2,007
757
$5.65M 0.01%
30,581
+6,758
758
$5.64M 0.01%
146,386
-241,661
759
$5.6M 0.01%
95,205
+35,272
760
$5.59M 0.01%
31,299
+17,928
761
$5.57M 0.01%
53,164
+25,080
762
$5.54M 0.01%
+201,202
763
$5.53M 0.01%
144,264
+35,504
764
$5.52M 0.01%
160,778
+8,669
765
$5.51M 0.01%
91,015
+50,066
766
$5.5M 0.01%
50,511
-16,680
767
$5.47M 0.01%
235,081
+3,016
768
$5.46M 0.01%
45,258
+27,601
769
$5.45M 0.01%
51,874
+9,937
770
$5.44M 0.01%
173,169
-238,326
771
$5.44M 0.01%
89,920
+5,820
772
$5.42M 0.01%
296,181
+276,425
773
$5.4M 0.01%
107,397
+74,632
774
$5.39M 0.01%
229,249
+77,586
775
$5.39M 0.01%
40,761
+8,342
29 30
31
32 33