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
$1.66B
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$16.7M
3
+$15.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$11.5M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$10.9M

Top Sells

1
+$4.1M
2
+$3.25M
3
+$3.02M
4
ES icon
Eversource Energy
ES
+$2.83M
5
BA icon
Boeing
BA
+$2.5M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.52%
3 Financials 1.37%
4 Communication Services 1.06%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.1%
15,061
+75
77
$1.64M 0.1%
+15,555
78
$1.62M 0.1%
+13,851
79
$1.6M 0.1%
+22,291
80
$1.6M 0.1%
9,014
-2,263
81
$1.56M 0.09%
+17,889
82
$1.52M 0.09%
+5,582
83
$1.52M 0.09%
34,093
-6,872
84
$1.5M 0.09%
+10,617
85
$1.47M 0.09%
52,791
+16,865
86
$1.42M 0.09%
7,055
+252
87
$1.42M 0.09%
71,588
-21,171
88
$1.42M 0.09%
20,448
-34,922
89
$1.4M 0.08%
+17,096
90
$1.38M 0.08%
+8,538
91
$1.32M 0.08%
48,247
+11,024
92
$1.32M 0.08%
28,569
-26,676
93
$1.31M 0.08%
+17,497
94
$1.29M 0.08%
+31,290
95
$1.25M 0.08%
+9,102
96
$1.23M 0.07%
36,864
+9,442
97
$1.22M 0.07%
40,410
-20,490
98
$1.21M 0.07%
2,303
-1,923
99
$1.19M 0.07%
+9,223
100
$1.19M 0.07%
20,231
-21,621
2 3
4
5 6