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
$52.2B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,012
New
Increased
Reduced
Closed

Top Buys

1
+$454M
2
+$225M
3
+$221M
4
AAPL icon
Apple
AAPL
+$219M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$201M

Top Sells

1
+$327M
2
+$189M
3
+$70.1M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$55.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$33.9M

Sector Composition

1 Technology 12.59%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Healthcare 4.26%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$3.14M 0.01%
64,380
+8,432
977
$3.13M 0.01%
23,845
+6,790
978
$3.13M 0.01%
39,875
+7,288
979
$3.13M 0.01%
120,916
-48,526
980
$3.12M 0.01%
382
+80
981
$3.12M 0.01%
122,515
+25,152
982
$3.1M 0.01%
8,098
-7,179
983
$3.1M 0.01%
25,997
-33,839
984
$3.09M 0.01%
+74,510
985
$3.09M 0.01%
19,493
+8,635
986
$3.07M 0.01%
165,984
+121,546
987
$3.07M 0.01%
152,291
+17,934
988
$3.06M 0.01%
12,567
+4,837
989
$3.03M 0.01%
50,225
-1,781
990
$3.02M 0.01%
52,639
-5,462
991
$3.02M 0.01%
30,428
+12,550
992
$3.02M 0.01%
44,473
+419
993
$3M 0.01%
33,554
+5,273
994
$3M 0.01%
93,894
-5,331
995
$2.99M 0.01%
36,565
+18,443
996
$2.99M 0.01%
49,524
+31,711
997
$2.99M 0.01%
97,223
+3,419
998
$2.99M 0.01%
121,843
+719
999
$2.98M 0.01%
106,165
+32,476
1000
$2.97M 0.01%
161,761
-4,662
38 39
40
41 42