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
1001
$1.72M ﹤0.01%
20,652
+15,187
1002
$1.72M ﹤0.01%
17,907
+1,316
1003
$1.72M ﹤0.01%
39,576
-861
1004
$1.71M ﹤0.01%
39,513
+1,303
1005
$1.71M ﹤0.01%
76,883
-3,539
1006
$1.7M ﹤0.01%
+35,361
1007
$1.7M ﹤0.01%
3,742
+10
1008
$1.7M ﹤0.01%
56,876
+34,942
1009
$1.69M ﹤0.01%
32,931
+1,970
1010
$1.69M ﹤0.01%
5,818
-1,281
1011
$1.69M ﹤0.01%
7,499
-577
1012
$1.68M ﹤0.01%
+67,158
1013
$1.67M ﹤0.01%
10,020
+2,978
1014
$1.67M ﹤0.01%
38,547
-342
1015
$1.67M ﹤0.01%
71,188
-16,242
1016
$1.67M ﹤0.01%
34,068
+445
1017
$1.67M ﹤0.01%
47,175
+6,095
1018
$1.66M ﹤0.01%
53,663
-22,660
1019
$1.65M ﹤0.01%
53,532
-23
1020
$1.65M ﹤0.01%
65,994
+6,756
1021
$1.65M ﹤0.01%
16,512
+573
1022
$1.65M ﹤0.01%
32,410
-11,687
1023
$1.64M ﹤0.01%
6,715
-508
1024
$1.63M ﹤0.01%
87,189
+21,791
1025
$1.63M ﹤0.01%
106,112
+2,029
39 40
41
42 43