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
$52.2B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,012
New
Increased
Reduced
Closed

Top Buys

1
+$454M
2
+$225M
3
+$221M
4
AAPL icon
Apple
AAPL
+$219M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$201M

Top Sells

1
+$327M
2
+$189M
3
+$70.1M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$55.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$33.9M

Sector Composition

1 Technology 12.59%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Healthcare 4.26%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$4.68M 0.01%
31,409
-3,376
827
$4.68M 0.01%
26,230
+3,226
828
$4.62M 0.01%
42,241
+11,622
829
$4.61M 0.01%
175,184
+8,065
830
$4.61M 0.01%
100,315
+7,296
831
$4.59M 0.01%
46,592
+9,381
832
$4.58M 0.01%
20,258
+865
833
$4.58M 0.01%
462,291
-2,786,304
834
$4.56M 0.01%
156,255
-36,489
835
$4.55M 0.01%
279,041
+128,579
836
$4.53M 0.01%
148,502
+93,479
837
$4.52M 0.01%
80,046
+894
838
$4.5M 0.01%
19,608
-596
839
$4.49M 0.01%
6,371
+839
840
$4.48M 0.01%
56,772
+3,547
841
$4.46M 0.01%
93,181
+7,792
842
$4.43M 0.01%
+172,879
843
$4.42M 0.01%
36,429
+1,662
844
$4.41M 0.01%
36,223
+459
845
$4.37M 0.01%
104,255
+6,058
846
$4.37M 0.01%
180,793
+20,153
847
$4.36M 0.01%
87,391
+10,943
848
$4.36M 0.01%
103,800
+27,233
849
$4.36M 0.01%
627,172
-62,219
850
$4.34M 0.01%
203,283
+62,480
32 33
34
35 36