Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $60.4B
AUM
$52.3B
AUM Growth
+$75.9M
Cap. Flow
+$1.28B
Cap. Flow %
2.44%
Top 10 Hldgs %
23.14%
Holding
3,156
New
280
Increased
1,557
Reduced
1,033
Closed
222

Top Buys

1
$526M
2
$314M
3
$114M
4
$113M
5
$92.5M

Top Sells

1
$333M
2
$175M
3
$149M
4
$123M
5
$97.5M

Sector Composition

1Technology11.34%
2Financials6.64%
3Healthcare4.39%
4Industrials4.34%
5Consumer Discretionary3.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$98.8M0.19%4,364,196
+474,530
+12%
+$10.7M
$97.8M0.19%1,710,856
+130,869
+8%
+$7.48M
$97.5M0.19%362,362
-20,339
-5%
-$5.47M
$97.4M0.19%417,824
+20,434
+5%
+$4.77M
$97.2M0.19%1,665,942
-76,556
-4%
-$4.47M
$97.2M0.19%1,607,085
-27,289
-2%
-$1.65M
$96.7M0.18%1,211,226
+20,107
+2%
+$1.61M
$96M0.18%3,760,641
-834,978
-18%
-$21.3M
$95.3M0.18%719,636
-265,626
-27%
-$35.2M
$91.3M0.17%2,755,707
+59,649
+2%
+$1.98M
$91.1M0.17%1,791,943
-110,018
-6%
-$5.59M
$90.7M0.17%901,325
-2,961
-0.3%
-$298K
$90.5M0.17%1,917,581
+116,400
+6%
+$5.5M
$89.1M0.17%495,548
+11,057
+2%
+$1.99M
$87.9M0.17%2,713,560
-126,189
-4%
-$4.09M
$87.9M0.17%598,401
+327,716
+121%
+$48.1M
$86.9M0.17%1,587,793
-806,968
-34%
-$44.2M
$85.8M0.16%2,357,550
+21,774
+0.9%
+$793K
$85.5M0.16%3,691,159
+254,568
+7%
+$5.9M
$85.4M0.16%1,681,171
+118,137
+8%
+$6M
$85.1M0.16%1,087,355
+95,336
+10%
+$7.46M
$84.9M0.16%91,054
+17,852
+24%
+$16.6M
$84.8M0.16%327,396
-356,060
-52%
-$92.3M
$84M0.16%1,184,958
-185,470
-14%
-$13.1M
$83.8M0.16%1,404,053
+372,471
+36%
+$22.2M
1 34567126