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
1176
$1.15M ﹤0.01%
7,356
+1,027
1177
$1.15M ﹤0.01%
22,315
1178
$1.15M ﹤0.01%
5,774
1179
$1.14M ﹤0.01%
12,861
+302
1180
$1.14M ﹤0.01%
23,692
-2,696
1181
$1.14M ﹤0.01%
36,484
-16,649
1182
$1.14M ﹤0.01%
4,311
+2,635
1183
$1.14M ﹤0.01%
29,312
-2,536
1184
$1.13M ﹤0.01%
27,201
-1,304
1185
$1.13M ﹤0.01%
15,719
-744
1186
$1.12M ﹤0.01%
2,970
-3,276
1187
$1.12M ﹤0.01%
2,734
+722
1188
$1.12M ﹤0.01%
7,636
+583
1189
$1.11M ﹤0.01%
49,666
+876
1190
$1.11M ﹤0.01%
5,806
+268
1191
$1.11M ﹤0.01%
34,115
-7,739
1192
$1.11M ﹤0.01%
15,650
+53
1193
$1.11M ﹤0.01%
6,632
+608
1194
$1.11M ﹤0.01%
38,995
-2
1195
$1.1M ﹤0.01%
18,524
-773
1196
$1.1M ﹤0.01%
42,380
+33,740
1197
$1.1M ﹤0.01%
9,432
+875
1198
$1.1M ﹤0.01%
38,763
+340
1199
$1.1M ﹤0.01%
+31,665
1200
$1.1M ﹤0.01%
25,587
-2,630
46 47
48
49 50