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
$2.79M0.01%88,101
+6,947
+9%
+$220K
$2.79M0.01%19,949
+8,864
+80%
+$1.24M
$2.79M0.01%105,336
-829
-0.8%
-$21.9K
$2.78M0.01%75,212
-28,782
-28%
-$1.07M
$2.78M0.01%248,672
+61,838
+33%
+$691K
$2.77M0.01%21,698
-2,074
-9%
-$265K
$2.76M0.01%151,801
+37,057
+32%
+$674K
$2.76M0.01%15,446
-17,240
-53%
-$3.08M
$2.75M0.01%141,855
-10,436
-7%
-$203K
$2.75M0.01%42,249
+9,616
+29%
+$626K
$2.75M0.01%15,639
+341
+2%
+$59.9K
$2.74M0.01%30,467
+1,279
+4%
+$115K
$2.74M0.01%28,658
-807
-3%
-$77.3K
$2.74M0.01%29,652
+18,416
+164%
+$1.7M
$2.74M0.01%19,346
-147
-0.8%
-$20.8K
$2.73M0.01%41,715
+13,821
+50%
+$905K
$2.73M0.01%29,013
+17,829
+159%
+$1.68M
$2.71M0.01%175,923
-27,360
-13%
-$422K
$2.69M0.01%5,927
+1,557
+36%
+$708K
$2.69M0.01%86,408
-10,815
-11%
-$337K
$2.69M0.01%55,672
-1,673
-3%
-$80.8K
$2.68M0.01%74,108
+38,292
+107%
+$1.39M
$2.68M0.01%120,539
-24,616
-17%
-$548K
$2.67M0.01%36,525
+3,285
+10%
+$240K
$2.67M0.01%31,677
-1,394
-4%
-$118K
1 4243444546126