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
976
$1.84M ﹤0.01%
27,312
+1,114
977
$1.84M ﹤0.01%
25,239
+8
978
$1.83M ﹤0.01%
35,035
-3,939
979
$1.82M ﹤0.01%
35,298
-7,949
980
$1.82M ﹤0.01%
130,904
+857
981
$1.82M ﹤0.01%
2,681
+187
982
$1.82M ﹤0.01%
102,665
-1,795
983
$1.81M ﹤0.01%
13,514
+561
984
$1.8M ﹤0.01%
7,596
+3,722
985
$1.8M ﹤0.01%
38,274
+3,120
986
$1.8M ﹤0.01%
35,803
+575
987
$1.79M ﹤0.01%
70,454
988
$1.79M ﹤0.01%
7,789
-414
989
$1.79M ﹤0.01%
93,880
-4,587
990
$1.79M ﹤0.01%
21,576
+13,006
991
$1.78M ﹤0.01%
+57,471
992
$1.78M ﹤0.01%
72,692
+32,525
993
$1.76M ﹤0.01%
19,208
+1,248
994
$1.76M ﹤0.01%
23,278
+3,347
995
$1.76M ﹤0.01%
+54,738
996
$1.75M ﹤0.01%
18,405
-3,600
997
$1.75M ﹤0.01%
34,252
+8,440
998
$1.74M ﹤0.01%
85,219
+29,951
999
$1.74M ﹤0.01%
51,097
-75,417
1000
$1.72M ﹤0.01%
8,085
+207
38 39
40
41 42