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
1251
$1.06M ﹤0.01%
11,085
-873
1252
$1.06M ﹤0.01%
15,060
+2,514
1253
$1.06M ﹤0.01%
6,372
+545
1254
$1.06M ﹤0.01%
19,944
+3,550
1255
$1.06M ﹤0.01%
17,750
1256
$1.05M ﹤0.01%
22,415
+14,922
1257
$1.05M ﹤0.01%
108,732
+65,705
1258
$1.05M ﹤0.01%
4,000
+527
1259
$1.04M ﹤0.01%
52,611
-13
1260
$1.04M ﹤0.01%
44,424
+4,305
1261
$1.04M ﹤0.01%
15,538
-1,066
1262
$1.03M ﹤0.01%
20,880
+1,061
1263
$1.03M ﹤0.01%
20,934
+1,972
1264
$1.03M ﹤0.01%
5,378
+274
1265
$1.02M ﹤0.01%
34,627
+11,328
1266
$1.02M ﹤0.01%
6,243
-3,288
1267
$1.02M ﹤0.01%
9,755
+1,609
1268
$1.01M ﹤0.01%
38,058
+2,307
1269
$1.01M ﹤0.01%
2,019
-13
1270
$1.01M ﹤0.01%
41,159
+989
1271
$1.01M ﹤0.01%
14,723
+1,424
1272
$1.01M ﹤0.01%
9,290
-2,210
1273
$1M ﹤0.01%
4,131
+1,184
1274
$1M ﹤0.01%
32,176
+5,804
1275
$1,000K ﹤0.01%
3,563
-285
49 50
51
52 53