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
$2.83B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$12.3M
3
+$10.6M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$9.88M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$9.5M

Top Sells

1
+$4.75M
2
+$3.62M
3
+$3.22M
4
HON icon
Honeywell
HON
+$3.04M
5
PFE icon
Pfizer
PFE
+$2.28M

Sector Composition

1 Technology 1.97%
2 Financials 1.51%
3 Healthcare 1.23%
4 Consumer Discretionary 0.92%
5 Consumer Staples 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.25M 0.08%
18,423
-2,360
102
$2.19M 0.08%
+37,533
103
$2.19M 0.08%
80,210
+2,190
104
$2.15M 0.08%
33,455
+5,828
105
$2.1M 0.07%
61,663
-4,336
106
$2.09M 0.07%
+28,469
107
$2.03M 0.07%
5,218
-4,253
108
$2.02M 0.07%
15,731
+169
109
$2M 0.07%
121,034
+11,270
110
$2M 0.07%
16,672
+454
111
$1.99M 0.07%
52,941
-9,740
112
$1.96M 0.07%
3,900
-3,676
113
$1.9M 0.07%
5,753
+2,025
114
$1.86M 0.07%
19,891
+5,235
115
$1.85M 0.07%
29,876
+2,265
116
$1.84M 0.07%
36,162
+14,587
117
$1.83M 0.06%
+23,951
118
$1.81M 0.06%
22,601
-18,010
119
$1.8M 0.06%
+17,496
120
$1.78M 0.06%
16,473
+4,383
121
$1.75M 0.06%
+32,448
122
$1.74M 0.06%
23,986
+172
123
$1.74M 0.06%
+11,808
124
$1.74M 0.06%
+16,045
125
$1.72M 0.06%
+3,546
3 4
5
6 7