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
$38.7B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,478
New
Increased
Reduced
Closed

Top Buys

1
+$511M
2
+$404M
3
+$391M
4
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$243M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$203M

Top Sells

1
+$421M
2
+$411M
3
+$287M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$204M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$164M

Sector Composition

1 Technology 11.27%
2 Financials 5.7%
3 Healthcare 4.76%
4 Industrials 4.26%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$105M 0.27%
952,662
+198,128
77
$105M 0.27%
920,858
+23,046
78
$105M 0.27%
134,450
+10,800
79
$104M 0.27%
490,244
-6,807
80
$102M 0.26%
2,640,608
-11,001
81
$101M 0.26%
2,267,660
-11,327
82
$101M 0.26%
1,358,624
+38,283
83
$99.3M 0.26%
603,350
-5,305
84
$98.9M 0.26%
2,470,272
-10,270,538
85
$98.1M 0.25%
700,215
-7,170
86
$97.9M 0.25%
1,937,169
+322,247
87
$97.9M 0.25%
1,591,394
-67,666
88
$97.7M 0.25%
182,018
-8,302
89
$92.9M 0.24%
326,866
+19,029
90
$92.1M 0.24%
528,832
+2,617
91
$91.9M 0.24%
2,805,422
+89,642
92
$88.4M 0.23%
939,065
+35,114
93
$88.3M 0.23%
1,519,653
+97,417
94
$87M 0.23%
533,328
+11,748
95
$87M 0.23%
341,672
-28,771
96
$87M 0.23%
1,504,186
+82,660
97
$87M 0.23%
302,066
-6,882
98
$85.7M 0.22%
116,942
+9,344
99
$85.4M 0.22%
3,711,326
-524,058
100
$85.2M 0.22%
292,245
-59,222
2 3
4
5 6