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
926
$2.34M 0.01%
53,659
-758
927
$2.34M 0.01%
23,798
-31,520
928
$2.34M 0.01%
10,690
-58
929
$2.34M 0.01%
283,568
-33,466
930
$2.34M 0.01%
31,471
+3,162
931
$2.33M 0.01%
30,445
+657
932
$2.33M 0.01%
105,544
+1,348
933
$2.31M 0.01%
71,821
+13,240
934
$2.3M 0.01%
4,457
+257
935
$2.29M 0.01%
33,371
+6,397
936
$2.28M 0.01%
14,976
+2,027
937
$2.26M 0.01%
12,363
+2,884
938
$2.25M 0.01%
44,570
+262
939
$2.25M 0.01%
58,058
+10,883
940
$2.25M 0.01%
127,869
-1,478
941
$2.24M 0.01%
23,203
+9,209
942
$2.24M 0.01%
21,568
+574
943
$2.22M 0.01%
27,133
+943
944
$2.22M 0.01%
41,049
-127,681
945
$2.22M 0.01%
44,071
+4,549
946
$2.21M 0.01%
11,699
+1,576
947
$2.19M 0.01%
103,958
+7,990
948
$2.18M 0.01%
32,935
-5,647
949
$2.18M 0.01%
28,830
+6,244
950
$2.17M 0.01%
70,117
+8,089
36 37
38
39 40