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
$2.54M0%100,140
+1,137
+1%
+$28.9K
$2.53M0%120,993
-8,337
-6%
-$175K
$2.53M0%99,769
-1,542
-2%
-$39.2K
$2.53M0%152,603
+22,401
+17%
+$372K
$2.51M0%150,059
-4,532
-3%
-$76K
$2.51M0%53,015
+30,386
+134%
+$1.44M
$2.51M0%68,693
+20,320
+42%
+$741K
$2.5M0%24,499
-2
-0%
-$204
$2.5M0%49,792
+7,193
+17%
+$361K
$2.5M0%36,263
+3,014
+9%
+$208K
$2.5M0%75,436 New
+$2.5M
$2.49M0%179,769
+31,812
+22%
+$441K
$2.48M0%71,012
+36,867
+108%
+$1.29M
$2.48M0%68,729
+4,111
+6%
+$148K
$2.47M0%5,159
+1,505
+41%
+$720K
$2.46M0%97,919
-27,977
-22%
-$704K
$2.46M0%154,069
+51,618
+50%
+$825K
$2.46M0%72,755
-10,542
-13%
-$357K
$2.46M0%26,543
+16,718
+170%
+$1.55M
$2.46M0%15,840
+8,358
+112%
+$1.3M
$2.46M0%43,224
-6,300
-13%
-$358K
$2.45M0%21,456
+10,326
+93%
+$1.18M
$2.44M0%149,522
+20,753
+16%
+$338K
$2.42M0%48,191
+16,004
+50%
+$803K
$2.41M0%20,644
+1,017
+5%
+$119K
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