Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.1B
AUM Growth
+$3.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$184M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$124M
5
AAPL icon
Apple
AAPL
+$98.9M

Top Sells

1
+$45.9M
2
+$34.9M
3
+$32.2M
4
JNPR
Juniper Networks
JNPR
+$27.3M
5
PLD icon
Prologis
PLD
+$25.5M

Sector Composition

1 Technology 12.2%
2 Financials 5.64%
3 Healthcare 4.49%
4 Industrials 3.94%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$2.02M ﹤0.01%
43,960
+1,365
977
$2.01M ﹤0.01%
22,861
+2,241
978
$2.01M ﹤0.01%
35,139
+300
979
$2.01M ﹤0.01%
49,065
-4,566
980
$2.01M ﹤0.01%
+64,921
981
$2M ﹤0.01%
5,193
-20,842
982
$2M ﹤0.01%
26,208
+18,374
983
$2M ﹤0.01%
49,348
+4,345
984
$2M ﹤0.01%
72,293
-634
985
$1.99M ﹤0.01%
70,493
+6,685
986
$1.99M ﹤0.01%
38,540
+2,762
987
$1.99M ﹤0.01%
10,337
-885
988
$1.97M ﹤0.01%
65,520
+891
989
$1.97M ﹤0.01%
24,000
-26,410
990
$1.96M ﹤0.01%
66,591
-1,420
991
$1.95M ﹤0.01%
68,354
+36,697
992
$1.95M ﹤0.01%
47,866
-64,087
993
$1.95M ﹤0.01%
73,689
-9,700
994
$1.95M ﹤0.01%
24,070
+1,158
995
$1.95M ﹤0.01%
6,296
-255
996
$1.94M ﹤0.01%
65,430
-11,696
997
$1.94M ﹤0.01%
7,784
+740
998
$1.93M ﹤0.01%
26,856
+4,348
999
$1.92M ﹤0.01%
7,058
+343
1000
$1.92M ﹤0.01%
77,139
-3,250
38 39
40
41 42