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
$38.7B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,478
New
Increased
Reduced
Closed

Top Buys

1
+$511M
2
+$404M
3
+$391M
4
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$243M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$203M

Top Sells

1
+$421M
2
+$411M
3
+$287M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$204M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$164M

Sector Composition

1 Technology 11.27%
2 Financials 5.7%
3 Healthcare 4.76%
4 Industrials 4.26%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$83.6M 0.22%
3,607,780
-65,480
102
$81.4M 0.21%
1,429,280
-19,675
103
$79.8M 0.21%
453,903
-71,241
104
$78.8M 0.2%
1,569,972
+596,585
105
$77.4M 0.2%
1,400,683
-27,452
106
$77.3M 0.2%
424,738
+32,732
107
$77.2M 0.2%
399,964
+98,516
108
$76.4M 0.2%
1,510,266
+87,962
109
$75.2M 0.19%
3,053,286
+91,284
110
$75M 0.19%
2,041,996
-34,722
111
$74.5M 0.19%
214,989
-6,971
112
$73.9M 0.19%
979,469
+48,695
113
$73M 0.19%
125,588
-869
114
$71.3M 0.18%
892,711
+6,802
115
$71.3M 0.18%
1,420,702
+551,004
116
$71.2M 0.18%
312,830
-8,114
117
$71.2M 0.18%
1,830,263
+134,468
118
$70.6M 0.18%
976,477
+31,664
119
$70.1M 0.18%
651,629
+73,249
120
$68.8M 0.18%
1,428,109
+44,740
121
$68.8M 0.18%
2,038,396
-189,965
122
$68M 0.18%
759,511
+16,242
123
$67.8M 0.18%
2,600,896
-74,242
124
$66.9M 0.17%
275,366
-24,010
125
$66.3M 0.17%
788,718
-16,975
3 4
5
6 7