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
801
$3.11M 0.01%
30,421
-280
802
$3.11M 0.01%
26,946
+80
803
$3.1M 0.01%
111,731
-3,329
804
$3.09M 0.01%
83,731
+5,082
805
$3.09M 0.01%
47,277
+1,432
806
$3.08M 0.01%
23,394
+2,049
807
$3.06M 0.01%
86,245
+381
808
$3.03M 0.01%
38,582
+3,963
809
$3.02M 0.01%
62,206
+214
810
$3.02M 0.01%
21,977
+1,150
811
$3.01M 0.01%
29,806
-2,758
812
$2.98M 0.01%
146,156
+421
813
$2.97M 0.01%
107,854
+12,918
814
$2.96M 0.01%
38,741
-7,123
815
$2.95M 0.01%
55,913
+15
816
$2.95M 0.01%
77,449
+22,198
817
$2.95M 0.01%
84,458
-959
818
$2.93M 0.01%
90,941
+7,172
819
$2.91M 0.01%
10,866
-294
820
$2.91M 0.01%
115,834
-24,215
821
$2.9M 0.01%
48,286
-8,817
822
$2.85M 0.01%
44,646
-5,967
823
$2.84M 0.01%
31,789
+4,636
824
$2.84M 0.01%
73,567
+50,176
825
$2.81M 0.01%
5,203
-1,923
31 32
33
34 35