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
1051
$1.56M ﹤0.01%
+30,265
1052
$1.56M ﹤0.01%
16,741
+2,327
1053
$1.56M ﹤0.01%
55,848
-70,652
1054
$1.56M ﹤0.01%
9,978
+166
1055
$1.56M ﹤0.01%
23,360
-332
1056
$1.55M ﹤0.01%
47,520
-3,563
1057
$1.55M ﹤0.01%
6,594
+78
1058
$1.55M ﹤0.01%
21,399
+241
1059
$1.55M ﹤0.01%
133,119
+1,251
1060
$1.55M ﹤0.01%
87,699
+365
1061
$1.55M ﹤0.01%
26,865
+9,513
1062
$1.55M ﹤0.01%
163,549
+8,459
1063
$1.54M ﹤0.01%
7,488
-597
1064
$1.53M ﹤0.01%
27,626
-13,489
1065
$1.53M ﹤0.01%
86,314
+16,374
1066
$1.52M ﹤0.01%
1,144
+165
1067
$1.52M ﹤0.01%
19,045
+130
1068
$1.51M ﹤0.01%
10,162
-404
1069
$1.51M ﹤0.01%
3,855
+43
1070
$1.51M ﹤0.01%
35,064
-3,219
1071
$1.5M ﹤0.01%
+11,698
1072
$1.5M ﹤0.01%
8,758
+2,247
1073
$1.5M ﹤0.01%
23,737
+873
1074
$1.49M ﹤0.01%
5,898
+300
1075
$1.49M ﹤0.01%
10,802
+2,237
41 42
43
44 45