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
$553M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$7.21M
3
+$3.59M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.27M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$3.03M

Top Sells

1
+$7.54M
2
+$2.76M
3
+$1.46M
4
DPZ icon
Domino's
DPZ
+$1.39M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.31M

Sector Composition

1 Consumer Staples 3.64%
2 Financials 2.84%
3 Technology 2.41%
4 Healthcare 2.25%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.17M 0.21%
+9,138
102
$1.16M 0.21%
+16,194
103
$1.14M 0.21%
26,501
+3,386
104
$1.14M 0.21%
24,711
+3,639
105
$1.12M 0.2%
51,157
+6,141
106
$1.09M 0.2%
13,094
+1,771
107
$1.08M 0.2%
21,227
+2,775
108
$1.07M 0.19%
80,105
+13,407
109
$1.06M 0.19%
41,360
+5,598
110
$1.05M 0.19%
+46,031
111
$1.02M 0.18%
28,036
+3,874
112
$1.02M 0.18%
48,623
+7,545
113
$931K 0.17%
17,149
+3,820
114
$883K 0.16%
37,132
+7,252
115
– –
-9,881
116
– –
-14,161
117
– –
-8,161
118
– –
-17,321
119
– –
-11,455
120
– –
-18,771
121
– –
-10,390
122
– –
-16,642
123
– –
-14,098
124
– –
-12,136
125
– –
-26,289
2 3 4
5
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