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
1151
$1.21M ﹤0.01%
38,223
-1,879
1152
$1.21M ﹤0.01%
+42,191
1153
$1.21M ﹤0.01%
65,069
+4,194
1154
$1.2M ﹤0.01%
50,476
+10,253
1155
$1.2M ﹤0.01%
90,850
-1,458
1156
$1.2M ﹤0.01%
6,373
+73
1157
$1.19M ﹤0.01%
9,531
-5,430
1158
$1.19M ﹤0.01%
52,624
+25,705
1159
$1.18M ﹤0.01%
26,050
-3,181
1160
$1.17M ﹤0.01%
20,175
-1,135
1161
$1.17M ﹤0.01%
39,525
+3,638
1162
$1.17M ﹤0.01%
10,980
-1,473
1163
$1.16M ﹤0.01%
1,859
+123
1164
$1.16M ﹤0.01%
20,275
-1,678
1165
$1.16M ﹤0.01%
22,268
-145
1166
$1.16M ﹤0.01%
+66,083
1167
$1.16M ﹤0.01%
5,140
+663
1168
$1.16M ﹤0.01%
46,362
+8,095
1169
$1.15M ﹤0.01%
40,119
-7,241
1170
$1.15M ﹤0.01%
7,078
-292
1171
$1.15M ﹤0.01%
35,470
-735
1172
$1.15M ﹤0.01%
32,504
+727
1173
$1.15M ﹤0.01%
29,258
+1,359
1174
$1.15M ﹤0.01%
59,749
+5,730
1175
$1.15M ﹤0.01%
15,926
+2,055
45 46
47
48 49