Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $52.3B
AUM
$52.3B
AUM Growth
+$75.9M
Cap. Flow
+$1.28B
Cap. Flow %
2.44%
Top 10 Hldgs %
23.14%
Holding
3,156
New
280
Increased
1,557
Reduced
1,033
Closed
222

Top Buys

1
$526M
2
$314M
3
$114M
4
$113M
5
$92.5M

Top Sells

1
$333M
2
$175M
3
$149M
4
$123M
5
$97.5M

Sector Composition

1Technology11.44%
2Financials6.64%
3Healthcare4.39%
4Industrials4.34%
5Consumer Discretionary3.68%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$3.64M0.01%53,134
+243
+0.5%
+$16.6K
$3.64M0.01%9,926
+3,407
+52%
+$1.25M
$3.64M0.01%73,999
+3,062
+4%
+$150K
$3.64M0.01%32,268
+1,616
+5%
+$182K
$3.62M0.01%17,640
+1,054
+6%
+$217K
$3.62M0.01%158,576
-28,815
-15%
-$658K
$3.6M0.01%6,293
+1,646
+35%
+$941K
$3.59M0.01%33,138
+2,141
+7%
+$232K
$3.59M0.01%37,572
+2,073
+6%
+$198K
$3.58M0.01%26,310
+3,992
+18%
+$543K
$3.58M0.01%98,078
-2,169
-2%
-$79.1K
$3.58M0.01%155,899
+29,007
+23%
+$665K
$3.56M0.01%28,636
-13,820
-33%
-$1.72M
$3.56M0.01%64,238
+58,695
+1,059%
+$3.25M
$3.56M0.01%81,784
+31,427
+62%
+$1.37M
$3.56M0.01%113,695
+11,963
+12%
+$374K
$3.56M0.01%235,566
-644
-0.3%
-$9.72K
$3.55M0.01%73,080
+521
+0.7%
+$25.3K
$3.55M0.01%142,505
+127,390
+843%
+$3.17M
$3.55M0.01%42,589
-1,952
-4%
-$163K
$3.54M0.01%70,936
+27,001
+61%
+$1.35M
$3.54M0.01%19,378
-739
-4%
-$135K
$3.52M0.01%74,070
-9,074
-11%
-$432K
$3.5M0.01%159,245
+76,859
+93%
+$1.69M
$3.5M0.01%285,666
+25,489
+10%
+$312K
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