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
$2.27B
AUM Growth
+$499M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$31.7M
3
+$30.1M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$25.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$25.2M

Top Sells

1
+$5.08M
2
+$3.87M
3
+$3.07M
4
J icon
Jacobs Solutions
J
+$2.93M
5
ECL icon
Ecolab
ECL
+$2.77M

Sector Composition

1 Technology 2.34%
2 Financials 1.28%
3 Healthcare 1.24%
4 Consumer Discretionary 0.96%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.93M 0.08%
13,171
+500
102
$1.89M 0.08%
+21,947
103
$1.86M 0.08%
+6,055
104
$1.77M 0.08%
15,936
+9,481
105
$1.77M 0.08%
+6,113
106
$1.75M 0.08%
13,316
-4,010
107
$1.73M 0.08%
+35,608
108
$1.7M 0.07%
+15,214
109
$1.66M 0.07%
46,402
+29,407
110
$1.66M 0.07%
14,443
-189
111
$1.59M 0.07%
19,522
-13,538
112
$1.58M 0.07%
5,173
+2,645
113
$1.57M 0.07%
+358,560
114
$1.56M 0.07%
27,946
-10,541
115
$1.55M 0.07%
+5,518
116
$1.53M 0.07%
94,520
+33,914
117
$1.52M 0.07%
+4,939
118
$1.5M 0.07%
+14,777
119
$1.49M 0.07%
44,810
-13,660
120
$1.39M 0.06%
+41,612
121
$1.39M 0.06%
42,408
+3,226
122
$1.36M 0.06%
10,564
-14,777
123
$1.34M 0.06%
26,283
+12,118
124
$1.33M 0.06%
+17,617
125
$1.32M 0.06%
17,684
+9,692
3 4
5
6 7