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
1076
$1.61M ﹤0.01%
28,892
-5,258
1077
$1.61M ﹤0.01%
124,551
-6,353
1078
$1.61M ﹤0.01%
58,275
-1,020
1079
$1.61M ﹤0.01%
21,694
+286
1080
$1.61M ﹤0.01%
86,460
-1,165
1081
$1.61M ﹤0.01%
10,614
+594
1082
$1.6M ﹤0.01%
3,331
-284
1083
$1.6M ﹤0.01%
241,157
+95
1084
$1.59M ﹤0.01%
66,457
+8,472
1085
$1.59M ﹤0.01%
38,356
+3,292
1086
$1.59M ﹤0.01%
78,448
+31,183
1087
$1.59M ﹤0.01%
32,455
+7,392
1088
$1.58M ﹤0.01%
42,421
+5,363
1089
$1.58M ﹤0.01%
49,975
+19,625
1090
$1.56M ﹤0.01%
12,944
+1,246
1091
$1.55M ﹤0.01%
+85,621
1092
$1.55M ﹤0.01%
37,503
-1,044
1093
$1.55M ﹤0.01%
12,050
+968
1094
$1.54M ﹤0.01%
32,046
-3,315
1095
$1.53M ﹤0.01%
69,454
+52,027
1096
$1.53M ﹤0.01%
19,054
+9
1097
$1.53M ﹤0.01%
59,674
+17,294
1098
$1.53M ﹤0.01%
17,854
-53
1099
$1.52M ﹤0.01%
33,799
-269
1100
$1.52M ﹤0.01%
17,327
+267
42 43
44
45 46