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
1176
$1.25M ﹤0.01%
7,430
+74
1177
$1.25M ﹤0.01%
29,259
-1,208
1178
$1.24M ﹤0.01%
152,375
-9,390
1179
$1.24M ﹤0.01%
+76,438
1180
$1.24M ﹤0.01%
20,566
-3,171
1181
$1.23M ﹤0.01%
91,724
+4,176
1182
$1.23M ﹤0.01%
14,588
+1,727
1183
$1.22M ﹤0.01%
30,722
+16,304
1184
$1.22M ﹤0.01%
8,666
+233
1185
$1.22M ﹤0.01%
23,870
-14,032
1186
$1.21M ﹤0.01%
12,847
-5,558
1187
$1.21M ﹤0.01%
91,611
+761
1188
$1.21M ﹤0.01%
29,156
+3,569
1189
$1.21M ﹤0.01%
22,315
1190
$1.21M ﹤0.01%
38,371
+1,887
1191
$1.2M ﹤0.01%
15,511
+2,765
1192
$1.2M ﹤0.01%
60,511
-475
1193
$1.2M ﹤0.01%
16,235
+185
1194
$1.2M ﹤0.01%
11,104
+532
1195
$1.19M ﹤0.01%
5,276
-116
1196
$1.19M ﹤0.01%
35,286
+8,536
1197
$1.19M ﹤0.01%
3,969
-1,849
1198
$1.18M ﹤0.01%
10,325
-127
1199
$1.18M ﹤0.01%
74,158
+55,273
1200
$1.18M ﹤0.01%
23,236
+968
46 47
48
49 50