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
1201
$1.1M ﹤0.01%
+28,296
1202
$1.09M ﹤0.01%
8,047
-226
1203
$1.09M ﹤0.01%
8,146
-1,399
1204
$1.08M ﹤0.01%
20,106
-1,785
1205
$1.08M ﹤0.01%
64,958
-5,930
1206
$1.08M ﹤0.01%
2,056
+150
1207
$1.08M ﹤0.01%
9,065
-41,545
1208
$1.08M ﹤0.01%
19,163
-2,465
1209
$1.07M ﹤0.01%
4,267
+502
1210
$1.07M ﹤0.01%
8,054
-106
1211
$1.07M ﹤0.01%
15,920
-182
1212
$1.07M ﹤0.01%
+34,575
1213
$1.07M ﹤0.01%
5,658
+2,144
1214
$1.07M ﹤0.01%
12,940
+25
1215
$1.06M ﹤0.01%
+21,065
1216
$1.05M ﹤0.01%
19,819
+625
1217
$1.05M ﹤0.01%
8,066
+404
1218
$1.04M ﹤0.01%
43,728
-2,259
1219
$1.04M ﹤0.01%
37,374
-929
1220
$1.04M ﹤0.01%
28,115
+3,640
1221
$1.04M ﹤0.01%
16,604
-762
1222
$1.04M ﹤0.01%
21,004
-1,507
1223
$1.03M ﹤0.01%
17,014
-1,402
1224
$1.02M ﹤0.01%
17,750
-3,390
1225
$1.02M ﹤0.01%
52,138
+23,627
47 48
49
50 51