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
$254M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$11.9M
3
+$11.8M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$11.6M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$10.7M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 5.96%
2 Financials 3.71%
3 Technology 3.17%
4 Utilities 3.08%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$462K 0.18%
+4,150
102
$448K 0.18%
+2,986
103
$402K 0.16%
+103
104
$399K 0.16%
+3,969
105
$392K 0.15%
+14,725
106
$330K 0.13%
+5,877
1 2 3 4
5