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
$42.1B
AUM Growth
+$3.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$184M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$124M
5
AAPL icon
Apple
AAPL
+$98.9M

Top Sells

1
+$45.9M
2
+$34.9M
3
+$32.2M
4
JNPR
Juniper Networks
JNPR
+$27.3M
5
PLD icon
Prologis
PLD
+$25.5M

Sector Composition

1 Technology 12.2%
2 Financials 5.64%
3 Healthcare 4.49%
4 Industrials 3.94%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$1.72M ﹤0.01%
20,716
-410
1052
$1.72M ﹤0.01%
16,612
+3,507
1053
$1.71M ﹤0.01%
623,218
-767
1054
$1.71M ﹤0.01%
9,613
+7,960
1055
$1.71M ﹤0.01%
6,305
+112
1056
$1.7M ﹤0.01%
13,278
-1,812
1057
$1.7M ﹤0.01%
33,819
+1,409
1058
$1.69M ﹤0.01%
22,973
-61,068
1059
$1.68M ﹤0.01%
44,316
-27,026
1060
$1.68M ﹤0.01%
22,844
-434
1061
$1.68M ﹤0.01%
244,296
+52,000
1062
$1.67M ﹤0.01%
80,540
+18,071
1063
$1.67M ﹤0.01%
144,124
+11,005
1064
$1.67M ﹤0.01%
3,558
-280
1065
$1.66M ﹤0.01%
16,988
+1,289
1066
$1.66M ﹤0.01%
21,724
+199
1067
$1.64M ﹤0.01%
22,355
-131,687
1068
$1.64M ﹤0.01%
7,993
+505
1069
$1.63M ﹤0.01%
27,235
-77
1070
$1.63M ﹤0.01%
25,342
+595
1071
$1.63M ﹤0.01%
38,720
-793
1072
$1.63M ﹤0.01%
32,364
-2,671
1073
$1.62M ﹤0.01%
1,158
+14
1074
$1.62M ﹤0.01%
19,226
+4,798
1075
$1.61M ﹤0.01%
38,222
+2,413
41 42
43
44 45