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
1251
$970K ﹤0.01%
81,279
+869
1252
$968K ﹤0.01%
16,031
-1,952
1253
$966K ﹤0.01%
26,750
+7,449
1254
$966K ﹤0.01%
9,233
+1,878
1255
$959K ﹤0.01%
87,548
+64,122
1256
$958K ﹤0.01%
27,636
+3,101
1257
$955K ﹤0.01%
3,473
+22
1258
$951K ﹤0.01%
7,962
-129
1259
$949K ﹤0.01%
47,265
+20,718
1260
$945K ﹤0.01%
7,125
-8,570
1261
$945K ﹤0.01%
6,484
-2,148
1262
$943K ﹤0.01%
12,750
+1,727
1263
$938K ﹤0.01%
8,277
+546
1264
$933K ﹤0.01%
21,767
1265
$933K ﹤0.01%
18,962
-2,610
1266
$933K ﹤0.01%
42,467
+2,622
1267
$933K ﹤0.01%
39,186
-8,764
1268
$931K ﹤0.01%
13,659
-492
1269
$930K ﹤0.01%
19,416
+287
1270
$928K ﹤0.01%
43,304
+2,144
1271
$924K ﹤0.01%
8,220
+2,620
1272
$922K ﹤0.01%
8,176
-953
1273
$922K ﹤0.01%
76,323
-4,042
1274
$919K ﹤0.01%
+31,657
1275
$915K ﹤0.01%
3,900
+8
49 50
51
52 53