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
$1.49B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$14.8M
3
+$13.3M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$8.91M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.63M

Top Sells

1
+$7.44M
2
+$3.92M
3
+$3.19M
4
ATVI
Activision Blizzard
ATVI
+$2.97M
5
PGR icon
Progressive
PGR
+$2.59M

Sector Composition

1 Financials 1.96%
2 Technology 1.84%
3 Healthcare 1.55%
4 Consumer Discretionary 1.19%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.03M 0.07%
+12,603
102
$1.02M 0.07%
20,277
-10,302
103
$1.02M 0.07%
+6,439
104
$1.01M 0.07%
8,698
-1,417
105
$1M 0.07%
9,161
-12,584
106
$1M 0.07%
22,410
+132
107
$997K 0.07%
+9,913
108
$985K 0.07%
4,469
-3,216
109
$984K 0.07%
+28,295
110
$960K 0.06%
33,726
-28,647
111
$953K 0.06%
+21,392
112
$951K 0.06%
+53,269
113
$950K 0.06%
+13,255
114
$949K 0.06%
20,385
-32,043
115
$946K 0.06%
+26,356
116
$944K 0.06%
9,649
-2,760
117
$910K 0.06%
+19,549
118
$908K 0.06%
+34,233
119
$902K 0.06%
+13,722
120
$902K 0.06%
32,530
-27,823
121
$897K 0.06%
+20,051
122
$894K 0.06%
+15,243
123
$890K 0.06%
+22,372
124
$874K 0.06%
+10,233
125
$864K 0.06%
+19,542
3 4
5
6 7