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
901
$2.49M 0.01%
42,854
-21,810
902
$2.49M 0.01%
21,965
-3,357
903
$2.48M 0.01%
104,447
+80
904
$2.48M 0.01%
25,766
+1,161
905
$2.48M 0.01%
123,348
-22,808
906
$2.48M 0.01%
48,679
+5,324
907
$2.46M 0.01%
52,631
+42,736
908
$2.46M 0.01%
15,823
-11
909
$2.44M 0.01%
+80,327
910
$2.43M 0.01%
8,708
+33
911
$2.43M 0.01%
51,278
+2,058
912
$2.42M 0.01%
122,769
+28,889
913
$2.42M 0.01%
32,386
-5,257
914
$2.41M 0.01%
27,499
-2,327
915
$2.41M 0.01%
15,113
-2,607
916
$2.41M 0.01%
29,430
-2,359
917
$2.4M 0.01%
29,229
+25,600
918
$2.39M 0.01%
127,746
-6,463
919
$2.38M 0.01%
49,247
-27,683
920
$2.38M 0.01%
90,640
+77,668
921
$2.38M 0.01%
123,676
+103,153
922
$2.38M 0.01%
32,115
-2,117
923
$2.36M 0.01%
50,045
+1,411
924
$2.35M 0.01%
309
-109
925
$2.34M 0.01%
12,988
-97
35 36
37
38 39