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
951
$1.96M 0.01%
29,889
+580
952
$1.95M 0.01%
15,466
-350
953
$1.95M 0.01%
37,902
-1,637
954
$1.94M 0.01%
15,090
-1,944
955
$1.94M 0.01%
15,081
-3,638
956
$1.92M 0.01%
7,044
+193
957
$1.92M 0.01%
14,586
-1,158
958
$1.92M 0.01%
64,361
+725
959
$1.92M 0.01%
22,051
+618
960
$1.92M 0.01%
198,053
+8,711
961
$1.91M ﹤0.01%
13,882
+1,065
962
$1.9M ﹤0.01%
4,772
+2,964
963
$1.9M ﹤0.01%
45,003
-8,456
964
$1.89M ﹤0.01%
+30,527
965
$1.89M ﹤0.01%
62,028
+1,032
966
$1.89M ﹤0.01%
18,732
-384
967
$1.88M ﹤0.01%
26,974
+1,625
968
$1.87M ﹤0.01%
18,239
+9,344
969
$1.87M ﹤0.01%
35,778
+6,433
970
$1.87M ﹤0.01%
8,882
+701
971
$1.87M ﹤0.01%
12,949
-103
972
$1.85M ﹤0.01%
26,902
-2,546
973
$1.85M ﹤0.01%
63,808
-1,162
974
$1.85M ﹤0.01%
46,387
+2,928
975
$1.84M ﹤0.01%
42,595
-434
37 38
39
40 41