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
901
$3.77M 0.01%
127,829
+151
902
$3.76M 0.01%
100,247
-1,123
903
$3.73M 0.01%
109,171
-372
904
$3.73M 0.01%
149,431
-11,704
905
$3.73M 0.01%
191,672
+26,227
906
$3.73M 0.01%
180,189
-98
907
$3.73M 0.01%
63,750
+50,361
908
$3.72M 0.01%
157,740
-21,387
909
$3.7M 0.01%
27,563
+6,828
910
$3.68M 0.01%
45,143
-29,349
911
$3.68M 0.01%
69,333
+33
912
$3.68M 0.01%
31,097
-14,968
913
$3.66M 0.01%
52,891
+13,431
914
$3.66M 0.01%
31,967
+753
915
$3.66M 0.01%
86,387
+70,930
916
$3.65M 0.01%
+118,727
917
$3.63M 0.01%
183,873
-51,081
918
$3.62M 0.01%
+175,793
919
$3.62M 0.01%
75,641
+23,594
920
$3.61M 0.01%
145,155
+19,729
921
$3.6M 0.01%
64,180
+35,531
922
$3.59M 0.01%
74,362
+21,389
923
$3.57M 0.01%
+59,062
924
$3.56M 0.01%
142,198
-281
925
$3.56M 0.01%
120,173
+24,745
35 36
37
38 39