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
$942M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.2M
3
+$8.86M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.28M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.79M

Top Sells

1
+$4.41M
2
+$4.29M
3
+$3.02M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$2.89M
5
DIS icon
Walt Disney
DIS
+$2.47M

Sector Composition

1 Healthcare 2.89%
2 Financials 2.48%
3 Technology 2.45%
4 Consumer Staples 1.4%
5 Consumer Discretionary 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.25M 0.13%
29,602
+9,764
77
$1.24M 0.13%
30,345
+13,371
78
$1.19M 0.13%
51,160
+5,337
79
$1.18M 0.13%
+24,165
80
$1.17M 0.12%
15,166
-3,271
81
$1.17M 0.12%
+13,697
82
$1.16M 0.12%
3,001
+916
83
$1.01M 0.11%
+28,184
84
$1.01M 0.11%
+11,664
85
$1.01M 0.11%
+20,840
86
$1M 0.11%
+24,611
87
$950K 0.1%
+22,640
88
$943K 0.1%
+14,028
89
$942K 0.1%
+15,594
90
$914K 0.1%
11,659
-30,607
91
$904K 0.1%
+49,144
92
$903K 0.1%
+15,429
93
$876K 0.09%
+17,907
94
$864K 0.09%
+21,728
95
$849K 0.09%
+6,450
96
$844K 0.09%
+6,419
97
$839K 0.09%
+22,246
98
$835K 0.09%
+16,032
99
$833K 0.09%
+8,189
100
$833K 0.09%
+10,163
2 3
4
5 6