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
$34.4B
AUM Growth
+$4.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,377
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$103M
3
+$72.8M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$72.3M
5
IBM icon
IBM
IBM
+$69.1M

Top Sells

1
+$122M
2
+$59.9M
3
+$39.1M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$33.5M
5
PXD
Pioneer Natural Resource Co.
PXD
+$31.1M

Sector Composition

1 Technology 11.14%
2 Financials 5.53%
3 Healthcare 4.79%
4 Industrials 4.33%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2.51M 0.01%
28,322
+12,984
827
$2.51M 0.01%
76,566
+11,100
828
$2.5M 0.01%
100,357
+29,948
829
$2.5M 0.01%
49,478
-2,784
830
$2.5M 0.01%
21,345
-39,776
831
$2.5M 0.01%
113,001
-31,578
832
$2.5M 0.01%
129,705
-8,783
833
$2.49M 0.01%
42,928
-915
834
$2.49M 0.01%
27,797
-5,526
835
$2.49M 0.01%
32,120
+4,769
836
$2.48M 0.01%
39,217
+139
837
$2.46M 0.01%
11,419
+6,945
838
$2.46M 0.01%
17,824
+8,820
839
$2.46M 0.01%
17,095
-411
840
$2.45M 0.01%
49,560
+960
841
$2.45M 0.01%
73,930
-2,622
842
$2.44M 0.01%
+67,526
843
$2.44M 0.01%
55,898
-1,573
844
$2.44M 0.01%
28,474
+4,802
845
$2.43M 0.01%
+84,150
846
$2.43M 0.01%
13,870
-246
847
$2.42M 0.01%
4,841
-229
848
$2.39M 0.01%
14,874
+428
849
$2.37M 0.01%
120,100
+79,883
850
$2.32M 0.01%
17,716
+1,127
32 33
34
35 36