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
1126
$1.27M ﹤0.01%
26,989
+1,753
1127
$1.27M ﹤0.01%
9,557
-8,267
1128
$1.27M ﹤0.01%
+41,138
1129
$1.26M ﹤0.01%
16,050
+11
1130
$1.26M ﹤0.01%
14,428
-662
1131
$1.26M ﹤0.01%
3,744
+482
1132
$1.25M ﹤0.01%
192,296
-7,525
1133
$1.25M ﹤0.01%
60,986
-4,708
1134
$1.25M ﹤0.01%
35,517
-1,640
1135
$1.25M ﹤0.01%
231,294
+1,818
1136
$1.25M ﹤0.01%
3,621
+146
1137
$1.24M ﹤0.01%
78,573
-2,540
1138
$1.24M ﹤0.01%
11,082
-3,477
1139
$1.24M ﹤0.01%
4,579
-37
1140
$1.24M ﹤0.01%
23,946
+8,576
1141
$1.23M ﹤0.01%
7,335
-240
1142
$1.23M ﹤0.01%
50,149
+1,061
1143
$1.22M ﹤0.01%
19,392
-132
1144
$1.22M ﹤0.01%
23,955
-25,523
1145
$1.22M ﹤0.01%
10,452
+487
1146
$1.22M ﹤0.01%
13,105
+2,217
1147
$1.21M ﹤0.01%
8,644
-1,004
1148
$1.21M ﹤0.01%
8,433
-7
1149
$1.21M ﹤0.01%
9,807
+831
1150
$1.21M ﹤0.01%
4,444
+569
44 45
46
47 48