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
1226
$1.02M ﹤0.01%
18,388
+531
1227
$1.02M ﹤0.01%
24,913
+373
1228
$1.02M ﹤0.01%
27,887
-829
1229
$1.01M ﹤0.01%
15,720
+1,580
1230
$1.01M ﹤0.01%
5,827
-1,507
1231
$1.01M ﹤0.01%
5,104
+923
1232
$1M ﹤0.01%
27,034
+932
1233
$1M ﹤0.01%
17,050
-616
1234
$1M ﹤0.01%
380,461
+79,925
1235
$998K ﹤0.01%
8,056
+1,632
1236
$997K ﹤0.01%
35,751
+2,403
1237
$997K ﹤0.01%
40,170
+8,928
1238
$995K ﹤0.01%
3,224
+266
1239
$991K ﹤0.01%
51,442
+5,640
1240
$991K ﹤0.01%
71,593
-548
1241
$990K ﹤0.01%
30,057
-104,309
1242
$989K ﹤0.01%
6,828
+124
1243
$987K ﹤0.01%
22,680
+7,979
1244
$983K ﹤0.01%
9,501
+430
1245
$978K ﹤0.01%
13,299
+3,735
1246
$976K ﹤0.01%
47,655
+10,769
1247
$974K ﹤0.01%
16,875
-1,963
1248
$973K ﹤0.01%
11,500
+100
1249
$971K ﹤0.01%
3,536
+465
1250
$971K ﹤0.01%
27,971
-51,647
48 49
50
51 52