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
$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 5.63%
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
801
$3.45M 0.01%
29,353
-301
802
$3.45M 0.01%
51,878
+4,601
803
$3.43M 0.01%
345,149
+37,323
804
$3.42M 0.01%
46,994
+186
805
$3.42M 0.01%
162,527
+98,799
806
$3.39M 0.01%
18,203
+15,024
807
$3.38M 0.01%
89,253
-6,400
808
$3.36M 0.01%
132,158
-6,245
809
$3.36M 0.01%
133,985
-58,878
810
$3.35M 0.01%
67,474
+3,570
811
$3.34M 0.01%
79,092
+24,690
812
$3.33M 0.01%
58,214
+2,496
813
$3.32M 0.01%
63,353
+32,826
814
$3.31M 0.01%
32,023
-1,534
815
$3.31M 0.01%
54,955
+8,103
816
$3.31M 0.01%
24,522
-474
817
$3.29M 0.01%
34,378
+3,957
818
$3.27M 0.01%
32,936
-26,357
819
$3.26M 0.01%
100,273
-23,123
820
$3.26M 0.01%
8,713
+787
821
$3.24M 0.01%
169,221
+109,472
822
$3.24M 0.01%
13,365
+2,499
823
$3.24M 0.01%
72,863
-6,762
824
$3.23M 0.01%
112,826
+4,972
825
$3.23M 0.01%
66,482
+4,276
31 32
33
34 35