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
$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 5.64%
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
826
$3.19M 0.01%
13,853
-1
827
$3.19M 0.01%
23,287
+1,310
828
$3.16M 0.01%
43,894
+22,495
829
$3.16M 0.01%
106,844
-4,887
830
$3.16M 0.01%
6,657
+2,347
831
$3.13M 0.01%
113,105
-4,784
832
$3.11M 0.01%
58,259
+46,586
833
$3.1M 0.01%
29,186
-620
834
$3.1M 0.01%
47,072
+2,426
835
$3.1M 0.01%
21,662
+20,349
836
$3.08M 0.01%
137,192
+4,274
837
$3.07M 0.01%
23,666
-1,441
838
$3.06M 0.01%
48,854
+5,805
839
$3.05M 0.01%
53,820
+678
840
$3.05M 0.01%
47,650
-13,027
841
$3.05M 0.01%
52,535
-2,430
842
$3.04M 0.01%
28,585
-2,323
843
$3.02M 0.01%
60,127
+4,670
844
$3.01M 0.01%
89,112
+19,454
845
$3.01M 0.01%
58,463
-3,699
846
$3M 0.01%
+59,297
847
$3M 0.01%
129,387
-81,689
848
$3M 0.01%
78,297
+4,730
849
$2.99M 0.01%
44,573
+30
850
$2.99M 0.01%
106,075
-14,709
32 33
34
35 36