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
$1.62B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.38M
3
+$9.37M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$7.17M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$7.06M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$3.01M
4
RMD icon
ResMed
RMD
+$2.95M
5
EA icon
Electronic Arts
EA
+$2.46M

Sector Composition

1 Technology 2.15%
2 Healthcare 1.84%
3 Financials 1.55%
4 Industrials 1.25%
5 Communication Services 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.69M 0.1%
14,986
+264
77
$1.69M 0.1%
811
+29
78
$1.68M 0.1%
+37,035
79
$1.66M 0.1%
+5,924
80
$1.65M 0.1%
+21,344
81
$1.57M 0.1%
16,278
+4,396
82
$1.57M 0.1%
+54,238
83
$1.56M 0.1%
+30,910
84
$1.48M 0.09%
+21,174
85
$1.48M 0.09%
10,883
-14,485
86
$1.45M 0.09%
+87,255
87
$1.41M 0.09%
+6,803
88
$1.41M 0.09%
+4,040
89
$1.4M 0.09%
90,552
-10,273
90
$1.32M 0.08%
+37,970
91
$1.31M 0.08%
+3,812
92
$1.28M 0.08%
+28,961
93
$1.28M 0.08%
+3,111
94
$1.27M 0.08%
+51,130
95
$1.24M 0.08%
+25,290
96
$1.24M 0.08%
15,900
-15,172
97
$1.23M 0.08%
+14,871
98
$1.23M 0.08%
+30,760
99
$1.22M 0.08%
4,856
-902
100
$1.2M 0.07%
+18,845
2 3
4
5 6