Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.1B
AUM Growth
+$3.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$184M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$124M
5
AAPL icon
Apple
AAPL
+$98.9M

Top Sells

1
+$45.9M
2
+$34.9M
3
+$32.2M
4
JNPR
Juniper Networks
JNPR
+$27.3M
5
PLD icon
Prologis
PLD
+$25.5M

Sector Composition

1 Technology 12.2%
2 Financials 5.64%
3 Healthcare 4.49%
4 Industrials 3.94%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$1.12M ﹤0.01%
12,473
+2,288
1227
$1.12M ﹤0.01%
20,340
+65
1228
$1.11M ﹤0.01%
27,203
+2
1229
$1.11M ﹤0.01%
12,952
+12
1230
$1.11M ﹤0.01%
62,111
-25,588
1231
$1.1M ﹤0.01%
36,718
+7,622
1232
$1.1M ﹤0.01%
66,137
+1,179
1233
$1.1M ﹤0.01%
7,568
-15
1234
$1.1M ﹤0.01%
22,823
+1,819
1235
$1.09M ﹤0.01%
59,749
+8,307
1236
$1.09M ﹤0.01%
19,167
+2,292
1237
$1.09M ﹤0.01%
15,604
-116
1238
$1.09M ﹤0.01%
3,475
-269
1239
$1.09M ﹤0.01%
24,493
-2,496
1240
$1.09M ﹤0.01%
2,851
1241
$1.08M ﹤0.01%
3,728
+107
1242
$1.08M ﹤0.01%
29,243
+2,209
1243
$1.08M ﹤0.01%
16,823
-227
1244
$1.08M ﹤0.01%
7,870
-2,371
1245
$1.08M ﹤0.01%
17,215
+5,430
1246
$1.07M ﹤0.01%
8,313
+266
1247
$1.07M ﹤0.01%
48,278
+1,958
1248
$1.07M ﹤0.01%
21,333
+268
1249
$1.07M ﹤0.01%
20,003
-103
1250
$1.06M ﹤0.01%
14,975
+2,225
48 49
50
51 52