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
851
$2.98M 0.01%
53,361
+1,251
852
$2.97M 0.01%
87,072
+2,653
853
$2.97M 0.01%
21,440
+4,321
854
$2.94M 0.01%
+12,287
855
$2.94M 0.01%
+132,999
856
$2.89M 0.01%
81,635
-6,634
857
$2.89M 0.01%
48,933
+647
858
$2.89M 0.01%
42,487
-1,933
859
$2.89M 0.01%
106,349
-371
860
$2.89M 0.01%
86,225
-4,716
861
$2.88M 0.01%
143,852
+10,514
862
$2.88M 0.01%
50,285
-5,362
863
$2.88M 0.01%
+56,338
864
$2.88M 0.01%
53,098
-8,318
865
$2.87M 0.01%
114,824
-1,010
866
$2.86M 0.01%
36,469
-2,523
867
$2.85M 0.01%
107,447
+42,746
868
$2.84M 0.01%
88,209
+9,875
869
$2.84M 0.01%
37,069
-1,672
870
$2.82M 0.01%
+121,402
871
$2.82M 0.01%
+124,355
872
$2.79M 0.01%
3,682
+401
873
$2.78M 0.01%
54,848
-12,527
874
$2.78M 0.01%
59,795
+7,324
875
$2.78M 0.01%
77,067
+3,295
33 34
35
36 37