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
776
$3.39M 0.01%
418
+2
777
$3.39M 0.01%
195,757
-32,183
778
$3.38M 0.01%
52,110
-14,785
779
$3.37M 0.01%
38,992
-929
780
$3.35M 0.01%
47,290
+1,501
781
$3.31M 0.01%
117,889
+2,757
782
$3.3M 0.01%
61,416
+28,303
783
$3.28M 0.01%
89,732
-2,565
784
$3.27M 0.01%
46,808
+37
785
$3.27M 0.01%
13,859
-340
786
$3.26M 0.01%
76,924
+8,214
787
$3.26M 0.01%
44,420
+1,650
788
$3.25M 0.01%
29,951
+23,755
789
$3.24M 0.01%
204,024
+52,543
790
$3.21M 0.01%
55,647
+175
791
$3.2M 0.01%
55,718
+214
792
$3.2M 0.01%
46,852
-1,123
793
$3.2M 0.01%
19,814
-12,225
794
$3.18M 0.01%
10,452
+3,375
795
$3.18M 0.01%
53,142
-4
796
$3.16M 0.01%
62,162
-1,153
797
$3.15M 0.01%
132,918
+47
798
$3.15M 0.01%
88,269
-3,697
799
$3.15M 0.01%
241,062
-9,000
800
$3.11M 0.01%
54,013
+4,304
30 31
32
33 34