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
851
$2.66M 0.01%
29,949
-18,864
852
$2.65M 0.01%
34,232
+1,707
853
$2.63M 0.01%
360,902
+249,352
854
$2.62M 0.01%
28,250
-224
855
$2.62M 0.01%
22,919
+3,573
856
$2.59M 0.01%
10,123
+1,713
857
$2.57M 0.01%
317,034
+5,813
858
$2.57M 0.01%
33,049
+929
859
$2.56M 0.01%
36,735
+568
860
$2.56M 0.01%
104,367
-3,932
861
$2.55M 0.01%
307,826
+33,870
862
$2.55M 0.01%
17,119
-597
863
$2.54M 0.01%
53,065
-3,245
864
$2.54M 0.01%
17,453
+967
865
$2.53M 0.01%
51,208
-10,700
866
$2.52M 0.01%
4,310
+219
867
$2.51M 0.01%
98,524
-1,833
868
$2.5M 0.01%
50,439
+20,994
869
$2.5M 0.01%
+134,209
870
$2.5M 0.01%
117,831
-2,269
871
$2.48M 0.01%
22,925
-2,095
872
$2.48M 0.01%
78,334
-11,581
873
$2.47M 0.01%
35,809
+498
874
$2.46M 0.01%
17,720
+1,897
875
$2.46M 0.01%
12,623
+481
33 34
35
36 37