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
$34.4B
AUM Growth
+$4.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,377
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$103M
3
+$72.8M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$72.3M
5
IBM icon
IBM
IBM
+$69.1M

Top Sells

1
+$122M
2
+$59.9M
3
+$39.1M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$33.5M
5
PXD
Pioneer Natural Resource Co.
PXD
+$31.1M

Sector Composition

1 Technology 11.14%
2 Financials 5.53%
3 Healthcare 4.79%
4 Industrials 4.33%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$2.11M 0.01%
92,033
+3,567
877
$2.11M 0.01%
77,558
+15,566
878
$2.09M 0.01%
18,719
-4,848
879
$2.08M 0.01%
22,005
-467
880
$2.08M 0.01%
25,688
+3,179
881
$2.06M 0.01%
41,115
-7,952
882
$2.05M 0.01%
15,823
+430
883
$2.05M 0.01%
23,691
+192
884
$2.04M 0.01%
+87,430
885
$2.04M 0.01%
39,539
-15,666
886
$2.04M 0.01%
151,481
-5,890
887
$2.04M 0.01%
+76,611
888
$2.04M 0.01%
34,834
+22,713
889
$2.03M 0.01%
63,636
-7,732
890
$2.03M 0.01%
17,034
+817
891
$2.03M 0.01%
81,809
+13,335
892
$2.02M 0.01%
70,568
+57,937
893
$2.02M 0.01%
6,246
+3,222
894
$2.02M 0.01%
105,351
+1,177
895
$2.02M 0.01%
13,947
-2,022
896
$2.01M 0.01%
56,015
-637,438
897
$2.01M 0.01%
83,389
898
$2M 0.01%
55,251
+1,074
899
$2M 0.01%
32,765
+522
900
$2M 0.01%
15,816
+322
34 35
36
37 38