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
951
$3.31M 0.01%
47,884
+36,351
952
$3.3M 0.01%
30,652
+5,638
953
$3.29M 0.01%
1,652
-5,785
954
$3.28M 0.01%
17,318
-6,922
955
$3.28M 0.01%
27,467
-931
956
$3.26M 0.01%
58,047
+7,265
957
$3.26M 0.01%
112,135
-3,226
958
$3.25M 0.01%
119,424
+18,245
959
$3.24M 0.01%
33,006
+4,220
960
$3.24M 0.01%
52,521
+2,839
961
$3.24M 0.01%
4,647
+1,450
962
$3.24M 0.01%
48,979
+1,057
963
$3.24M 0.01%
129,825
+56,594
964
$3.22M 0.01%
42,953
+104
965
$3.22M 0.01%
88,563
-83,228
966
$3.21M 0.01%
41,090
+10,639
967
$3.21M 0.01%
22,318
+9,039
968
$3.2M 0.01%
35,499
+1,265
969
$3.19M 0.01%
105,166
+261
970
$3.19M 0.01%
83,864
-21,046
971
$3.18M 0.01%
12,240
-47
972
$3.18M 0.01%
+125,896
973
$3.16M 0.01%
15,258
-8,792
974
$3.15M 0.01%
10,493
-1,899
975
$3.15M 0.01%
93,044
-451
37 38
39
40 41