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
$52.2B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,012
New
Increased
Reduced
Closed

Top Buys

1
+$454M
2
+$225M
3
+$221M
4
AAPL icon
Apple
AAPL
+$219M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$201M

Top Sells

1
+$327M
2
+$189M
3
+$70.1M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$55.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$33.9M

Sector Composition

1 Technology 12.59%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Healthcare 4.26%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$4.07M 0.01%
61,775
-1,127
877
$4.05M 0.01%
129,158
+24,510
878
$4.05M 0.01%
44,541
+3,263
879
$4.05M 0.01%
155,817
+97,611
880
$4.02M 0.01%
6,699
+2,821
881
$4M 0.01%
+171,428
882
$4M 0.01%
33,189
+2,340
883
$3.98M 0.01%
91,700
-1,779
884
$3.97M 0.01%
74,520
+13,549
885
$3.95M 0.01%
22,268
-81,760
886
$3.93M 0.01%
92,926
+5,651
887
$3.9M 0.01%
103,994
-75,992
888
$3.89M 0.01%
19,888
-3,257
889
$3.87M 0.01%
18,242
-6
890
$3.86M 0.01%
682,348
+25,828
891
$3.86M 0.01%
+236,210
892
$3.86M 0.01%
90,544
+17,018
893
$3.83M 0.01%
188,743
+53,177
894
$3.83M 0.01%
16,586
+1,052
895
$3.82M 0.01%
75,020
+7,362
896
$3.81M 0.01%
64,387
+15,232
897
$3.8M 0.01%
77,288
+14,295
898
$3.8M 0.01%
4,028
+338
899
$3.8M 0.01%
51,296
-4,665
900
$3.8M 0.01%
153,715
+100,809
34 35
36
37 38