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
$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 5.64%
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
776
$3.69M 0.01%
24,184
-1,822
777
$3.66M 0.01%
89,603
+761
778
$3.66M 0.01%
163,235
-7,733
779
$3.65M 0.01%
9,988
-11,700
780
$3.63M 0.01%
41,197
-169
781
$3.63M 0.01%
159,776
+542
782
$3.62M 0.01%
23,906
-35,903
783
$3.62M 0.01%
110,746
-30,326
784
$3.62M 0.01%
25,622
-30,526
785
$3.6M 0.01%
162,091
+44,260
786
$3.59M 0.01%
96,770
+19,321
787
$3.59M 0.01%
115,813
+1,775
788
$3.58M 0.01%
29,800
-2,196
789
$3.55M 0.01%
10,654
+202
790
$3.54M 0.01%
101,975
+15,730
791
$3.54M 0.01%
26,251
-1,068
792
$3.54M 0.01%
90,584
+33
793
$3.52M 0.01%
172,295
+87,076
794
$3.52M 0.01%
70,950
+19,742
795
$3.5M 0.01%
93,524
-163,018
796
$3.49M 0.01%
5,401
-2,521
797
$3.49M 0.01%
17,156
+575
798
$3.49M 0.01%
81,884
+14,782
799
$3.48M 0.01%
92,844
+3,112
800
$3.48M 0.01%
49,731
+2,441
30 31
32
33 34