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
$4.42B
AUM Growth
+$608M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$59M
2
+$23.7M
3
+$15.6M
4
MSFT icon
Microsoft
MSFT
+$11.3M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$11M

Top Sells

1
+$5.68M
2
+$5.28M
3
+$4.65M
4
CRM icon
Salesforce
CRM
+$4.01M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.9M

Sector Composition

1 Technology 2.3%
2 Healthcare 1.28%
3 Financials 0.96%
4 Consumer Discretionary 0.9%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.76M 0.06%
+29,056
102
$2.72M 0.06%
+11,454
103
$2.71M 0.06%
41,655
+460
104
$2.69M 0.06%
7,671
-4,453
105
$2.58M 0.06%
12,207
+5,084
106
$2.58M 0.06%
47,401
+6,040
107
$2.54M 0.06%
12,054
+103
108
$2.48M 0.06%
28,413
+8
109
$2.45M 0.06%
5,952
+768
110
$2.4M 0.05%
+75,027
111
$2.38M 0.05%
25,825
+1,988
112
$2.37M 0.05%
20,226
+1,699
113
$2.33M 0.05%
25,100
+1,510
114
$2.32M 0.05%
10,613
-3,804
115
$2.26M 0.05%
63,518
-2,310
116
$2.08M 0.05%
8,742
+26
117
$2.08M 0.05%
12,997
-32,962
118
$2.08M 0.05%
+83,213
119
$2.06M 0.05%
66,341
+4,811
120
$2.03M 0.05%
+3,338
121
$2.01M 0.05%
+45,831
122
$1.98M 0.04%
37,161
-24,480
123
$1.96M 0.04%
2,161
+650
124
$1.92M 0.04%
19,748
-221
125
$1.91M 0.04%
43,301
+9,285
3 4
5
6 7