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
776
$5.36M 0.01%
50,754
+4,544
777
$5.33M 0.01%
+209,407
778
$5.26M 0.01%
12,474
+35
779
$5.23M 0.01%
120,474
+28,098
780
$5.21M 0.01%
254,570
+1,594
781
$5.21M 0.01%
41,701
+34,440
782
$5.2M 0.01%
139,605
+113,323
783
$5.2M 0.01%
104,619
-2,851
784
$5.19M 0.01%
108,671
-35,971
785
$5.19M 0.01%
107,533
+88,447
786
$5.18M 0.01%
220,812
+132,166
787
$5.15M 0.01%
191,446
+38,132
788
$5.15M 0.01%
73,130
+7,516
789
$5.15M 0.01%
36,014
+2,498
790
$5.14M 0.01%
201,429
-4,159
791
$5.14M 0.01%
271,311
+10,707
792
$5.1M 0.01%
103,058
-4,281
793
$5.09M 0.01%
21,881
-408
794
$5.08M 0.01%
77,798
+6,851
795
$5.08M 0.01%
185,619
+79,513
796
$5.03M 0.01%
87,613
+16,072
797
$5.02M 0.01%
63,897
+23,649
798
$5.01M 0.01%
43,546
+1,447
799
$4.99M 0.01%
517,186
+172,137
800
$4.96M 0.01%
26,617
+16,587
30 31
32
33 34