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
926
$3.54M 0.01%
103,953
+24,046
927
$3.54M 0.01%
72,559
+38,692
928
$3.53M 0.01%
62,242
+16,618
929
$3.52M 0.01%
61,327
+26,318
930
$3.51M 0.01%
120,845
+5,993
931
$3.5M 0.01%
45,591
-1,728
932
$3.49M 0.01%
103,509
+11,382
933
$3.47M 0.01%
70,937
-33,873
934
$3.46M 0.01%
90,073
-10,638
935
$3.45M 0.01%
58,955
+229
936
$3.42M 0.01%
144,129
+22,785
937
$3.42M 0.01%
45,339
+41,578
938
$3.41M 0.01%
101,732
+1,168
939
$3.4M 0.01%
168,882
+25,219
940
$3.39M 0.01%
91,456
-712
941
$3.37M 0.01%
58,282
+23,431
942
$3.36M 0.01%
7,509
-9,531
943
$3.35M 0.01%
20,117
+7,248
944
$3.35M 0.01%
+75,765
945
$3.33M 0.01%
+133,950
946
$3.33M 0.01%
23,006
-181
947
$3.32M 0.01%
65,639
+3,376
948
$3.32M 0.01%
71,973
+35,954
949
$3.31M 0.01%
260,177
+99,721
950
$3.31M 0.01%
99,943
-751
36 37
38
39 40