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
826
$2.81M 0.01%
133,338
-737
827
$2.79M 0.01%
67,102
+50,166
828
$2.77M 0.01%
106,720
+45,827
829
$2.77M 0.01%
37,643
-7,858
830
$2.75M 0.01%
13,854
-16
831
$2.75M 0.01%
7,926
-323
832
$2.75M 0.01%
69,658
+9,181
833
$2.75M 0.01%
71,342
-73,208
834
$2.74M 0.01%
69,458
-12,145
835
$2.74M 0.01%
55,457
+331
836
$2.74M 0.01%
229,818
+173,243
837
$2.73M 0.01%
133,742
-27,246
838
$2.72M 0.01%
80,881
-35,562
839
$2.71M 0.01%
17,382
+287
840
$2.71M 0.01%
3,281
-48
841
$2.71M 0.01%
25,178
-29,373
842
$2.7M 0.01%
44,543
+1,615
843
$2.7M 0.01%
43,049
+8,215
844
$2.69M 0.01%
20,121
-679
845
$2.68M 0.01%
29,826
-8,798
846
$2.68M 0.01%
22,520
-280
847
$2.68M 0.01%
73,772
-158
848
$2.67M 0.01%
151,415
+58,090
849
$2.67M 0.01%
74,980
-11,969
850
$2.66M 0.01%
35,213
+5,717
32 33
34
35 36