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
$4.42B
AUM Growth
+$608M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$59M
2
+$23.7M
3
+$15.6M
4
MSFT icon
Microsoft
MSFT
+$11.3M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$11M

Top Sells

1
+$5.68M
2
+$5.28M
3
+$4.65M
4
CRM icon
Salesforce
CRM
+$4.01M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.9M

Sector Composition

1 Technology 2.3%
2 Healthcare 1.28%
3 Financials 0.96%
4 Consumer Discretionary 0.9%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.95M 0.11%
+143,672
77
$4.92M 0.11%
+218,733
78
$4.68M 0.11%
52,994
-625
79
$4.63M 0.1%
53,671
+8,045
80
$4.58M 0.1%
+17,925
81
$4.57M 0.1%
+13,999
82
$4.38M 0.1%
2,066
+462
83
$4.37M 0.1%
32,445
-2,245
84
$4.28M 0.1%
34,466
-1,513
85
$4.12M 0.09%
66,582
+42,106
86
$4.05M 0.09%
+16,512
87
$4M 0.09%
+39,099
88
$3.85M 0.09%
15,314
-11,929
89
$3.81M 0.09%
+80,007
90
$3.77M 0.09%
+149,272
91
$3.73M 0.08%
18,500
-16,544
92
$3.71M 0.08%
+83,030
93
$3.23M 0.07%
141,478
+2,316
94
$3.23M 0.07%
28,431
+3,819
95
$3.21M 0.07%
66,576
-13,458
96
$3.18M 0.07%
200,228
+2,235
97
$3.11M 0.07%
11,295
-108
98
$3.03M 0.07%
44,574
+10,762
99
$2.9M 0.07%
121,689
+45,298
100
$2.8M 0.06%
57,910
+20,914
2 3
4
5 6