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
$942M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.2M
3
+$8.86M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.28M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.79M

Top Sells

1
+$4.41M
2
+$4.29M
3
+$3.02M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$2.89M
5
DIS icon
Walt Disney
DIS
+$2.47M

Sector Composition

1 Healthcare 2.89%
2 Financials 2.48%
3 Technology 2.45%
4 Consumer Staples 1.4%
5 Consumer Discretionary 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$833K 0.09%
11,331
-10,298
102
$833K 0.09%
+25,864
103
$832K 0.09%
+30,359
104
$829K 0.09%
+12,398
105
$824K 0.09%
+7,253
106
$823K 0.09%
+3,075
107
$818K 0.09%
+4,193
108
$813K 0.09%
+6,827
109
$812K 0.09%
12,253
-19,785
110
$812K 0.09%
+8,723
111
$810K 0.09%
+8,071
112
$807K 0.09%
+10,220
113
$803K 0.09%
26,677
-10,033
114
$799K 0.08%
+5,354
115
$798K 0.08%
+23,117
116
$790K 0.08%
23,483
-23,181
117
$787K 0.08%
+30,918
118
$786K 0.08%
+16,993
119
$782K 0.08%
69,168
-24
120
$776K 0.08%
+10,016
121
$774K 0.08%
+11,512
122
$771K 0.08%
+19,889
123
$768K 0.08%
+17,095
124
$768K 0.08%
+15,894
125
$764K 0.08%
+9,615
3 4
5
6 7