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
1151
$1.35M ﹤0.01%
41,564
+426
1152
$1.35M ﹤0.01%
45,654
-30,228
1153
$1.34M ﹤0.01%
6,001
+195
1154
$1.34M ﹤0.01%
9,554
+25
1155
$1.33M ﹤0.01%
10,049
+71
1156
$1.32M ﹤0.01%
15,588
-1,380
1157
$1.31M ﹤0.01%
32,392
-3,002
1158
$1.3M ﹤0.01%
14,696
-73
1159
$1.3M ﹤0.01%
21,898
-4,967
1160
$1.29M ﹤0.01%
25,337
+1,382
1161
$1.29M ﹤0.01%
29,340
+1,704
1162
$1.29M ﹤0.01%
+50,206
1163
$1.29M ﹤0.01%
16,773
-9,035
1164
$1.28M ﹤0.01%
22,653
+8,601
1165
$1.27M ﹤0.01%
9,311
-246
1166
$1.27M ﹤0.01%
11,629
+72
1167
$1.27M ﹤0.01%
5,801
+661
1168
$1.27M ﹤0.01%
9,831
-20,656
1169
$1.27M ﹤0.01%
53,752
-2,674
1170
$1.26M ﹤0.01%
12,304
-108,158
1171
$1.26M ﹤0.01%
6,114
+1,535
1172
$1.26M ﹤0.01%
31,795
-458
1173
$1.26M ﹤0.01%
44,339
+4,814
1174
$1.26M ﹤0.01%
32,975
+6,925
1175
$1.25M ﹤0.01%
2,124
+265
45 46
47
48 49