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
$1.66B
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$16.7M
3
+$15.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$11.5M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$10.9M

Top Sells

1
+$4.1M
2
+$3.25M
3
+$3.02M
4
ES icon
Eversource Energy
ES
+$2.83M
5
BA icon
Boeing
BA
+$2.5M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.52%
3 Financials 1.37%
4 Communication Services 1.06%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.17M 0.07%
+36,853
102
$1.16M 0.07%
4,344
-512
103
$1.16M 0.07%
7,767
-10,755
104
$1.14M 0.07%
+8,361
105
$1.13M 0.07%
28,192
-2,568
106
$1.12M 0.07%
10,099
+906
107
$1.1M 0.07%
27,271
-9,764
108
$1.08M 0.07%
+23,969
109
$1.07M 0.06%
+215,560
110
$1.07M 0.06%
+51,305
111
$1.04M 0.06%
2,961
-150
112
$1.02M 0.06%
+37,432
113
$1.02M 0.06%
+6,298
114
$1.02M 0.06%
44,123
+660
115
$1.01M 0.06%
+6,262
116
$1.01M 0.06%
+14,316
117
$998K 0.06%
16,821
+1,404
118
$979K 0.06%
+8,317
119
$963K 0.06%
+14,114
120
$961K 0.06%
33,061
+7,420
121
$958K 0.06%
14,077
+241
122
$939K 0.06%
+4,799
123
$921K 0.06%
71,632
-18,920
124
$903K 0.05%
10,423
-8,004
125
$900K 0.05%
+15,094
3 4
5
6 7