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
$2.27B
AUM Growth
+$499M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$31.7M
3
+$30.1M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$25.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$25.2M

Top Sells

1
+$5.08M
2
+$3.87M
3
+$3.07M
4
J icon
Jacobs Solutions
J
+$2.93M
5
ECL icon
Ecolab
ECL
+$2.77M

Sector Composition

1 Technology 2.34%
2 Financials 1.28%
3 Healthcare 1.24%
4 Consumer Discretionary 0.96%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.57M 0.11%
+35,364
77
$2.56M 0.11%
45,492
+16,406
78
$2.55M 0.11%
+106,023
79
$2.46M 0.11%
48,867
+1,919
80
$2.44M 0.11%
61,917
-36,153
81
$2.41M 0.11%
+13,862
82
$2.4M 0.11%
11,184
-6,514
83
$2.36M 0.1%
69,620
-216
84
$2.34M 0.1%
+20,529
85
$2.32M 0.1%
173,106
+82,488
86
$2.27M 0.1%
14,907
-475
87
$2.23M 0.1%
+23,917
88
$2.17M 0.1%
+20,747
89
$2.14M 0.09%
6,292
-1,924
90
$2.13M 0.09%
10,374
-203
91
$2.12M 0.09%
82,320
-2,815
92
$2.12M 0.09%
+21,818
93
$2.08M 0.09%
+43,011
94
$2.05M 0.09%
+42,827
95
$2.04M 0.09%
35,563
-12,624
96
$2.01M 0.09%
17,717
+110
97
$1.98M 0.09%
64,209
+43,793
98
$1.98M 0.09%
+12,683
99
$1.95M 0.09%
33,923
+18,356
100
$1.93M 0.09%
+25,384
2 3
4
5 6