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
1126
$1.43M ﹤0.01%
41,839
+3,616
1127
$1.43M ﹤0.01%
31,578
+1,349
1128
$1.43M ﹤0.01%
65,533
+50,474
1129
$1.42M ﹤0.01%
56,073
+38,937
1130
$1.42M ﹤0.01%
10,960
+1,153
1131
$1.42M ﹤0.01%
6,122
+64
1132
$1.41M ﹤0.01%
24,781
+3,205
1133
$1.41M ﹤0.01%
24,784
+5,621
1134
$1.41M ﹤0.01%
11,894
+914
1135
$1.41M ﹤0.01%
50,576
-5,643
1136
$1.4M ﹤0.01%
19,547
-10,342
1137
$1.4M ﹤0.01%
21,584
-1,776
1138
$1.4M ﹤0.01%
187,629
+30,138
1139
$1.39M ﹤0.01%
12,837
-2,509
1140
$1.39M ﹤0.01%
27,866
+3,214
1141
$1.39M ﹤0.01%
6,216
-41,276
1142
$1.39M ﹤0.01%
24,443
-3,183
1143
$1.38M ﹤0.01%
23,261
+6,247
1144
$1.38M ﹤0.01%
13,860
-351
1145
$1.38M ﹤0.01%
+47,459
1146
$1.37M ﹤0.01%
30,733
-4,784
1147
$1.37M ﹤0.01%
46,927
-593
1148
$1.36M ﹤0.01%
57,148
+6,672
1149
$1.35M ﹤0.01%
16,925
+50
1150
$1.35M ﹤0.01%
47,195
+8,200
44 45
46
47 48