Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $52.3B
AUM
$52.3B
AUM Growth
+$75.9M
Cap. Flow
+$1.28B
Cap. Flow %
2.44%
Top 10 Hldgs %
23.14%
Holding
3,156
New
280
Increased
1,557
Reduced
1,033
Closed
222

Top Buys

1
$526M
2
$314M
3
$114M
4
$113M
5
$92.5M

Top Sells

1
$333M
2
$175M
3
$149M
4
$123M
5
$97.5M

Sector Composition

1Technology11.44%
2Financials6.64%
3Healthcare4.39%
4Industrials4.34%
5Consumer Discretionary3.68%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.91M0.01%11,742
+1,249
+12%
+$309K
$2.9M0.01%80,197
-3,123
-4%
-$113K
$2.9M0.01%104,522
-16,394
-14%
-$455K
$2.9M0.01%49,175
-13,067
-21%
-$771K
$2.89M0.01%20,174
-2,094
-9%
-$300K
$2.89M0.01%282,317
+17,532
+7%
+$180K
$2.89M0.01%15,953
+3,467
+28%
+$628K
$2.88M0.01%15,874
-1,444
-8%
-$262K
$2.88M0.01%45,101
+5,438
+14%
+$347K
$2.87M0.01%37,864
+5,789
+18%
+$439K
$2.87M0.01%79,489
-72,971
-48%
-$2.63M
$2.87M0.01%114,858
-38,857
-25%
-$971K
$2.86M0.01%5,101
+1,403
+38%
+$787K
$2.85M0.01%83,432
-183,344
-69%
-$6.27M
$2.85M0.01%24,640
-7,327
-23%
-$847K
$2.84M0.01%30,553
+1,239
+4%
+$115K
$2.82M0.01%74,870
+5,755
+8%
+$217K
$2.82M0.01%60,405
+33,294
+123%
+$1.56M
$2.82M0.01%45,839
-4,386
-9%
-$270K
$2.82M0.01%9,953
+1,855
+23%
+$525K
$2.81M0.01%63,930
+45,223
+242%
+$1.99M
$2.8M0.01%65,439
+25,817
+65%
+$1.1M
$2.8M0.01%38,037
-1,838
-5%
-$135K
$2.8M0.01%50,270
+43,888
+688%
+$2.44M
$2.79M0.01%34,644
+1,090
+3%
+$87.9K
1 4142434445126