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
926
$2.09M 0.01%
8,250
+221
927
$2.09M 0.01%
4,200
+262
928
$2.06M 0.01%
6,294
+697
929
$2.06M 0.01%
43,538
+492
930
$2.06M 0.01%
+68,011
931
$2.06M 0.01%
25,808
+10,589
932
$2.05M 0.01%
64,629
+27,811
933
$2.05M 0.01%
21,126
+1,163
934
$2.04M 0.01%
72,927
-4,631
935
$2.03M 0.01%
95,968
+6,745
936
$2.03M 0.01%
+623,985
937
$2.03M 0.01%
65,493
-11,118
938
$2.03M 0.01%
3,615
+165
939
$2.03M 0.01%
15,346
+2,820
940
$2.01M 0.01%
22,912
+4,300
941
$2M 0.01%
46,738
-279
942
$1.99M 0.01%
80,389
-1,420
943
$1.99M 0.01%
39,522
-18,772
944
$1.99M 0.01%
34,839
+2,034
945
$1.98M 0.01%
10,378
+1,296
946
$1.98M 0.01%
34,150
-14,153
947
$1.97M 0.01%
6,551
+153
948
$1.97M 0.01%
75,508
-50,350
949
$1.97M 0.01%
27,978
+2,913
950
$1.96M 0.01%
22,212
+389
36 37
38
39 40