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
$2.48B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$13.6M
3
+$12.1M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$9.86M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.37M

Top Sells

1
+$3.9M
2
+$3.6M
3
+$3.17M
4
MMM icon
3M
MMM
+$2.81M
5
DTE icon
DTE Energy
DTE
+$2.65M

Sector Composition

1 Technology 1.85%
2 Financials 1.22%
3 Consumer Discretionary 1%
4 Healthcare 0.99%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.01M 0.08%
34,880
+12,966
102
$2M 0.08%
39,973
+13,690
103
$1.99M 0.08%
+17,810
104
$1.99M 0.08%
+70,730
105
$1.97M 0.08%
78,020
-4,300
106
$1.95M 0.08%
16,753
+14,692
107
$1.92M 0.08%
+11,136
108
$1.91M 0.08%
+13,790
109
$1.87M 0.08%
+11,560
110
$1.86M 0.07%
+11,826
111
$1.8M 0.07%
27,627
-7,737
112
$1.8M 0.07%
16,218
+4,274
113
$1.77M 0.07%
10,860
-3,002
114
$1.74M 0.07%
19,629
-2,189
115
$1.73M 0.07%
109,764
+15,244
116
$1.66M 0.07%
+15,222
117
$1.66M 0.07%
31,801
-19,788
118
$1.64M 0.07%
14,132
-311
119
$1.61M 0.06%
27,611
+18,011
120
$1.6M 0.06%
344,400
-14,160
121
$1.59M 0.06%
23,814
+5,199
122
$1.57M 0.06%
10,527
-2,156
123
$1.52M 0.06%
+10,338
124
$1.51M 0.06%
+10,402
125
$1.47M 0.06%
+5,424
3 4
5
6 7