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
876
$2.74M 0.01%
53,986
-10,144
877
$2.73M 0.01%
12,708
+85
878
$2.72M 0.01%
50,576
-5,337
879
$2.72M 0.01%
27,333
+5,076
880
$2.71M 0.01%
57,094
+4,029
881
$2.69M 0.01%
34,929
+1,880
882
$2.69M 0.01%
9,153
+1,634
883
$2.69M 0.01%
3,273
+592
884
$2.66M 0.01%
34,165
+3,125
885
$2.62M 0.01%
68,735
-14,996
886
$2.61M 0.01%
48,854
+4,248
887
$2.61M 0.01%
85,530
+1,072
888
$2.61M 0.01%
127,709
-6,033
889
$2.6M 0.01%
40,512
+5,299
890
$2.58M 0.01%
97,055
-872
891
$2.58M 0.01%
42,736
+5,250
892
$2.56M 0.01%
50,933
-19,910
893
$2.56M 0.01%
386,898
+25,996
894
$2.54M 0.01%
94,979
-3,545
895
$2.52M 0.01%
100,408
+15,320
896
$2.52M 0.01%
23,666
+741
897
$2.52M 0.01%
155,874
+4,459
898
$2.51M 0.01%
16,563
-890
899
$2.51M 0.01%
56,754
+254
900
$2.5M 0.01%
51,359
+920
34 35
36
37 38