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
876
$2.45M 0.01%
97,927
-15,074
877
$2.44M 0.01%
24,605
-3,192
878
$2.44M 0.01%
53,631
-257
879
$2.42M 0.01%
111,706
+2,974
880
$2.41M 0.01%
54,417
-10,601
881
$2.4M 0.01%
25,982
+6,306
882
$2.4M 0.01%
10,748
-572
883
$2.39M 0.01%
36,469
-2,748
884
$2.38M 0.01%
44,308
+11,543
885
$2.38M 0.01%
52,471
-3,544
886
$2.36M 0.01%
44,606
-1,152
887
$2.35M 0.01%
37,486
+2,126
888
$2.35M 0.01%
7,519
+319
889
$2.35M 0.01%
15,834
+960
890
$2.34M 0.01%
48,634
-1,491
891
$2.34M 0.01%
49,220
+8,650
892
$2.32M 0.01%
129,347
-358
893
$2.32M 0.01%
13,085
+274
894
$2.31M 0.01%
54,402
+882
895
$2.31M 0.01%
17,535
+6,387
896
$2.31M 0.01%
8,712
-592
897
$2.3M 0.01%
77,126
-15,908
898
$2.29M 0.01%
8,675
+313
899
$2.27M 0.01%
+69,461
900
$2.25M 0.01%
29,788
-377
34 35
36
37 38