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
901
$2.24M 0.01%
13,847
-196
902
$2.23M 0.01%
26,190
+502
903
$2.22M 0.01%
31,633
-7,666
904
$2.21M 0.01%
+83,607
905
$2.21M 0.01%
28,309
+2,106
906
$2.21M 0.01%
22,257
+8,260
907
$2.21M 0.01%
63,608
+1,579
908
$2.21M 0.01%
159,200
-104,361
909
$2.2M 0.01%
61,241
+3,772
910
$2.2M 0.01%
9,479
+293
911
$2.19M 0.01%
20,994
+3,388
912
$2.19M 0.01%
43,355
-1,812
913
$2.18M 0.01%
10,980
+967
914
$2.17M 0.01%
29,648
+6,440
915
$2.17M 0.01%
75,882
-16,151
916
$2.16M 0.01%
11,222
-1,510
917
$2.16M 0.01%
58,581
-36,168
918
$2.15M 0.01%
11,324
+3,008
919
$2.14M 0.01%
61,934
-27,482
920
$2.13M 0.01%
85,088
+6,329
921
$2.13M 0.01%
83,389
922
$2.12M 0.01%
75,609
-8,541
923
$2.12M 0.01%
104,196
-1,155
924
$2.1M 0.01%
31,040
+1,383
925
$2.09M 0.01%
24,747
-2,742
35 36
37
38 39