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
$1.49B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$14.8M
3
+$13.3M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$8.91M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.63M

Top Sells

1
+$7.44M
2
+$3.92M
3
+$3.19M
4
ATVI
Activision Blizzard
ATVI
+$2.97M
5
PGR icon
Progressive
PGR
+$2.59M

Sector Composition

1 Financials 1.96%
2 Technology 1.84%
3 Healthcare 1.55%
4 Consumer Discretionary 1.19%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.56M 0.1%
+40,073
77
$1.54M 0.1%
24,063
+11,732
78
$1.54M 0.1%
+32,177
79
$1.41M 0.09%
64,454
+42,591
80
$1.41M 0.09%
+16,472
81
$1.4M 0.09%
52,604
-36,836
82
$1.4M 0.09%
+63,984
83
$1.35M 0.09%
+12,397
84
$1.31M 0.09%
+7,970
85
$1.3M 0.09%
2,282
-3,563
86
$1.28M 0.09%
24,282
-40,826
87
$1.28M 0.09%
+10,647
88
$1.27M 0.09%
18,136
-9,908
89
$1.26M 0.08%
+17,650
90
$1.26M 0.08%
7,630
-4,391
91
$1.25M 0.08%
5,758
-4,923
92
$1.24M 0.08%
11,996
-11,537
93
$1.19M 0.08%
22,396
+1,316
94
$1.16M 0.08%
3,377
-5,356
95
$1.15M 0.08%
11,882
-24,562
96
$1.14M 0.08%
+9,939
97
$1.12M 0.08%
10,381
-17,346
98
$1.09M 0.07%
+23,807
99
$1.08M 0.07%
36,048
+7,554
100
$1.05M 0.07%
+6,618
2 3
4
5 6