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
1201
$1.18M ﹤0.01%
9,334
-4,548
1202
$1.17M ﹤0.01%
8,419
+1,294
1203
$1.17M ﹤0.01%
13,050
-337
1204
$1.17M ﹤0.01%
100,133
-30,706
1205
$1.17M ﹤0.01%
40,385
+4,915
1206
$1.17M ﹤0.01%
10,718
-84
1207
$1.16M ﹤0.01%
81,879
+3,306
1208
$1.16M ﹤0.01%
22,682
+2
1209
$1.16M ﹤0.01%
95,747
-15,959
1210
$1.16M ﹤0.01%
33,100
+596
1211
$1.15M ﹤0.01%
7,308
+824
1212
$1.15M ﹤0.01%
5,774
1213
$1.15M ﹤0.01%
28,488
+3,575
1214
$1.15M ﹤0.01%
6,971
-107
1215
$1.15M ﹤0.01%
11,986
+2,485
1216
$1.14M ﹤0.01%
5,411
-487
1217
$1.14M ﹤0.01%
6,582
-50
1218
$1.13M ﹤0.01%
40,929
-9,689
1219
$1.13M ﹤0.01%
37,048
+7,790
1220
$1.13M ﹤0.01%
15,916
+266
1221
$1.13M ﹤0.01%
15,552
+1,090
1222
$1.12M ﹤0.01%
27,196
-2,116
1223
$1.12M ﹤0.01%
31,676
+11
1224
$1.12M ﹤0.01%
6,413
+702
1225
$1.12M ﹤0.01%
2,596
-374
47 48
49
50 51