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
951
$2.17M 0.01%
42,913
-625
952
$2.16M 0.01%
58,912
-10,546
953
$2.15M 0.01%
319,516
+298,162
954
$2.15M 0.01%
63,001
-2,492
955
$2.14M 0.01%
22,717
+3,810
956
$2.13M 0.01%
74,913
+32,722
957
$2.13M 0.01%
38,152
+14,206
958
$2.13M 0.01%
18,997
+7,998
959
$2.11M 0.01%
1,419
+280
960
$2.1M 0.01%
10,643
+265
961
$2.1M 0.01%
20,199
+1,467
962
$2.1M 0.01%
+13,069
963
$2.09M 0.01%
31,406
+4,504
964
$2.09M 0.01%
104,932
+85,864
965
$2.08M ﹤0.01%
64,595
+987
966
$2.08M ﹤0.01%
39,718
+1,444
967
$2.07M ﹤0.01%
27,967
+11,455
968
$2.07M ﹤0.01%
+39,192
969
$2.07M ﹤0.01%
9,323
+611
970
$2.07M ﹤0.01%
20,860
-4,318
971
$2.06M ﹤0.01%
53,546
+14
972
$2.06M ﹤0.01%
42,118
+7,866
973
$2.04M ﹤0.01%
+82,218
974
$2.03M ﹤0.01%
457,175
+76,714
975
$2.02M ﹤0.01%
70,632
+6,271
37 38
39
40 41