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
$52.2B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,012
New
Increased
Reduced
Closed

Top Buys

1
+$454M
2
+$225M
3
+$221M
4
AAPL icon
Apple
AAPL
+$219M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$201M

Top Sells

1
+$327M
2
+$189M
3
+$70.1M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$55.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$33.9M

Sector Composition

1 Technology 12.59%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Healthcare 4.26%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$1.71M ﹤0.01%
10,624
+888
1252
$1.7M ﹤0.01%
4,680
+517
1253
$1.7M ﹤0.01%
7,711
-276
1254
$1.69M ﹤0.01%
26,943
+800
1255
$1.69M ﹤0.01%
83,479
+37,977
1256
$1.69M ﹤0.01%
10,183
+578
1257
$1.69M ﹤0.01%
57,609
-2,980
1258
$1.69M ﹤0.01%
11,605
+2,327
1259
$1.68M ﹤0.01%
31,366
-123
1260
$1.68M ﹤0.01%
6,752
-5
1261
$1.68M ﹤0.01%
25,258
+10,373
1262
$1.66M ﹤0.01%
59,373
+10,725
1263
$1.66M ﹤0.01%
19,627
-181
1264
$1.66M ﹤0.01%
8,840
+349
1265
$1.66M ﹤0.01%
53,547
-11
1266
$1.66M ﹤0.01%
56,292
+1,723
1267
$1.65M ﹤0.01%
32,824
-3,255
1268
$1.65M ﹤0.01%
11,267
-21,994
1269
$1.64M ﹤0.01%
39,232
+10,241
1270
$1.64M ﹤0.01%
5,615
+3,697
1271
$1.64M ﹤0.01%
22,708
-2,316
1272
$1.63M ﹤0.01%
6,438
-2,272
1273
$1.63M ﹤0.01%
63,591
+577
1274
$1.63M ﹤0.01%
+17,155
1275
$1.63M ﹤0.01%
5,879
+2,342
49 50
51
52 53