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
$1.62B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.38M
3
+$9.37M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$7.17M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$7.06M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$3.01M
4
RMD icon
ResMed
RMD
+$2.95M
5
EA icon
Electronic Arts
EA
+$2.46M

Sector Composition

1 Technology 2.15%
2 Healthcare 1.84%
3 Financials 1.55%
4 Industrials 1.25%
5 Communication Services 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.2M 0.07%
+3,827
102
$1.2M 0.07%
+4,702
103
$1.16M 0.07%
4,672
+203
104
$1.16M 0.07%
+52,230
105
$1.15M 0.07%
+30,866
106
$1.12M 0.07%
9,193
-456
107
$1.12M 0.07%
+22,871
108
$1.12M 0.07%
7,927
+6,416
109
$1.11M 0.07%
4,449
-5,407
110
$1.1M 0.07%
+35,612
111
$1.1M 0.07%
+14,276
112
$1.09M 0.07%
+3,477
113
$1.08M 0.07%
5,142
-4,662
114
$1.08M 0.07%
+15,417
115
$1.04M 0.06%
37,223
+21,117
116
$1.03M 0.06%
+21,851
117
$1.03M 0.06%
43,463
-20,991
118
$1.02M 0.06%
+28,865
119
$1M 0.06%
25,217
-14,856
120
$1M 0.06%
34,839
+1,113
121
$994K 0.06%
13,836
-14,070
122
$988K 0.06%
27,804
+1,448
123
$979K 0.06%
+6,749
124
$977K 0.06%
+15,569
125
$968K 0.06%
+16,082
3 4
5
6 7