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
1101
$1.37M ﹤0.01%
37,058
+3,919
1102
$1.37M ﹤0.01%
56,426
-1,168
1103
$1.35M ﹤0.01%
10,999
+3,657
1104
$1.35M ﹤0.01%
11,278
-3,897
1105
$1.34M ﹤0.01%
14,769
+767
1106
$1.34M ﹤0.01%
35,394
-1,285
1107
$1.34M ﹤0.01%
9,529
+238
1108
$1.34M ﹤0.01%
12,852
+9,582
1109
$1.34M ﹤0.01%
63,728
+2,711
1110
$1.33M ﹤0.01%
161,765
-11,818
1111
$1.33M ﹤0.01%
55,192
+22,049
1112
$1.32M ﹤0.01%
10,572
-6,648
1113
$1.32M ﹤0.01%
3,176
+212
1114
$1.32M ﹤0.01%
7,100
+720
1115
$1.32M ﹤0.01%
62,469
+2,756
1116
$1.31M ﹤0.01%
32,253
+484
1117
$1.31M ﹤0.01%
6,058
-433
1118
$1.3M ﹤0.01%
13,994
-432
1119
$1.3M ﹤0.01%
30,467
-1,432
1120
$1.3M ﹤0.01%
13,387
-1,553
1121
$1.29M ﹤0.01%
8,980
-36,819
1122
$1.29M ﹤0.01%
108,465
+19,014
1123
$1.28M ﹤0.01%
23,942
+6
1124
$1.28M ﹤0.01%
7,583
-561
1125
$1.27M ﹤0.01%
3,848
+1,596
43 44
45
46 47