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
1076
$1.49M ﹤0.01%
16,968
-33
1077
$1.49M ﹤0.01%
7,269
+67
1078
$1.48M ﹤0.01%
15,224
+2,615
1079
$1.47M ﹤0.01%
17,060
+86
1080
$1.47M ﹤0.01%
+37,491
1081
$1.47M ﹤0.01%
64,701
-15,952
1082
$1.47M ﹤0.01%
105,475
-635
1083
$1.47M ﹤0.01%
35,310
-5,087
1084
$1.47M ﹤0.01%
40,582
1085
$1.46M ﹤0.01%
24,652
+516
1086
$1.46M ﹤0.01%
30,229
-628
1087
$1.46M ﹤0.01%
14,211
-1,761
1088
$1.45M ﹤0.01%
15,024
+3,008
1089
$1.45M ﹤0.01%
16,875
+4,371
1090
$1.45M ﹤0.01%
24,186
+1,742
1091
$1.43M ﹤0.01%
29,291
-1,817
1092
$1.43M ﹤0.01%
25,063
+19,985
1093
$1.42M ﹤0.01%
1,139
+92
1094
$1.42M ﹤0.01%
50,618
1095
$1.4M ﹤0.01%
33,656
+405
1096
$1.4M ﹤0.01%
10,816
+373
1097
$1.39M ﹤0.01%
14,630
+564
1098
$1.38M ﹤0.01%
57,985
-5,901
1099
$1.38M ﹤0.01%
46,320
+421
1100
$1.37M ﹤0.01%
157,491
-64,138
42 43
44
45 46