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
1026
$1.63M ﹤0.01%
59,295
+2,342
1027
$1.63M ﹤0.01%
18,907
+187
1028
$1.63M ﹤0.01%
22,989
-1,198
1029
$1.63M ﹤0.01%
21,408
-5,784
1030
$1.63M ﹤0.01%
242,074
+18,388
1031
$1.63M ﹤0.01%
56,219
-7,346
1032
$1.62M ﹤0.01%
+30,350
1033
$1.61M ﹤0.01%
3,838
+200
1034
$1.61M ﹤0.01%
21,525
-1,281
1035
$1.6M ﹤0.01%
10,241
+1,644
1036
$1.6M ﹤0.01%
87,625
-5,771
1037
$1.6M ﹤0.01%
26,487
-5,396
1038
$1.59M ﹤0.01%
96,682
+7,209
1039
$1.59M ﹤0.01%
22,508
+2,431
1040
$1.59M ﹤0.01%
8,665
+4,824
1041
$1.58M ﹤0.01%
6,193
+25
1042
$1.58M ﹤0.01%
110,115
+20,592
1043
$1.58M ﹤0.01%
11,958
-1,989
1044
$1.57M ﹤0.01%
22,586
+3,380
1045
$1.57M ﹤0.01%
15,699
+3,196
1046
$1.57M ﹤0.01%
20,620
-3,071
1047
$1.57M ﹤0.01%
13,990
+1,911
1048
$1.57M ﹤0.01%
12,853
+81
1049
$1.56M ﹤0.01%
130,839
-5,684
1050
$1.56M ﹤0.01%
26,591
-8,039
40 41
42
43 44