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
$260M
AUM Growth
+$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.04M
3
+$1.07M
4
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$974K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$935K

Top Sells

1
+$4.52M
2
+$4.2M
3
+$3.82M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.56M
5
WFC icon
Wells Fargo
WFC
+$2.3M

Sector Composition

1 Consumer Staples 6.19%
2 Financials 3.49%
3 Utilities 3.18%
4 Technology 2.73%
5 Healthcare 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$715K 0.27%
+7,672
77
$699K 0.27%
7,119
+956
78
$690K 0.27%
19,326
+2,608
79
$688K 0.26%
+6,847
80
$687K 0.26%
+15,927
81
$676K 0.26%
11,769
+1,403
82
$672K 0.26%
+10,036
83
$668K 0.26%
8,120
+1,325
84
$666K 0.26%
14,066
+2,290
85
$658K 0.25%
+24,298
86
$655K 0.25%
+12,550
87
$653K 0.25%
43,635
+6,648
88
$652K 0.25%
+16,061
89
$651K 0.25%
3,821
+835
90
$649K 0.25%
19,120
+4,395
91
$644K 0.25%
6,244
+1,333
92
$641K 0.25%
+8,526
93
$630K 0.24%
14,588
+2,538
94
$624K 0.24%
23,003
+3,380
95
$616K 0.24%
5,233
+1,083
96
$616K 0.24%
10,658
+1,751
97
$615K 0.24%
43,490
+5,741
98
$615K 0.24%
+18,150
99
$588K 0.23%
+4,676
100
$551K 0.21%
+78,420
1 2 3
4
5