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
$553M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$7.21M
3
+$3.59M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.27M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$3.03M

Top Sells

1
+$7.54M
2
+$2.76M
3
+$1.46M
4
DPZ icon
Domino's
DPZ
+$1.39M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.31M

Sector Composition

1 Consumer Staples 3.64%
2 Financials 2.84%
3 Technology 2.41%
4 Healthcare 2.25%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.33M 0.24%
17,266
+1,721
77
$1.32M 0.24%
72,525
+7,250
78
$1.32M 0.24%
15,613
+1,627
79
$1.3M 0.24%
15,306
+1,677
80
$1.3M 0.23%
+39,015
81
$1.29M 0.23%
20,836
+2,416
82
$1.29M 0.23%
+19,346
83
$1.27M 0.23%
33,430
+4,503
84
$1.27M 0.23%
39,414
+4,482
85
$1.25M 0.23%
49,449
+5,689
86
$1.25M 0.23%
29,574
+3,820
87
$1.25M 0.23%
13,369
+1,565
88
$1.25M 0.23%
19,122
+2,114
89
$1.25M 0.23%
27,635
+3,426
90
$1.24M 0.22%
+14,246
91
$1.24M 0.22%
+21,620
92
$1.23M 0.22%
47,514
+6,501
93
$1.23M 0.22%
+22,530
94
$1.22M 0.22%
31,168
+3,382
95
$1.21M 0.22%
33,871
+5,651
96
$1.21M 0.22%
18,135
+2,382
97
$1.2M 0.22%
34,338
+3,659
98
$1.2M 0.22%
19,781
+2,897
99
$1.19M 0.21%
49,600
+6,940
100
$1.18M 0.21%
+5,025
2 3
4
5 6