Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $52.3B
AUM
$52.3B
AUM Growth
+$75.9M
Cap. Flow
+$1.28B
Cap. Flow %
2.44%
Top 10 Hldgs %
23.14%
Holding
3,156
New
280
Increased
1,557
Reduced
1,033
Closed
222

Top Buys

1
$526M
2
$314M
3
$114M
4
$113M
5
$92.5M

Top Sells

1
$333M
2
$175M
3
$149M
4
$123M
5
$97.5M

Sector Composition

1Technology11.44%
2Financials6.64%
3Healthcare4.39%
4Industrials4.34%
5Consumer Discretionary3.68%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.86M0%91,487
+41,823
+84%
+$852K
$1.86M0%30,577
-1,404
-4%
-$85.4K
$1.86M0%28,790
+6,713
+30%
+$434K
$1.86M0%681,161
-1,187
-0.2%
-$3.24K
$1.86M0%32,043
-5,355
-14%
-$311K
$1.86M0%19,711
+14,284
+263%
+$1.35M
$1.85M0%91,632 New
+$1.85M
$1.85M0%14,545
+8,092
+125%
+$1.03M
$1.85M0%29,068
+509
+2%
+$32.3K
$1.85M0%79,812
-14,294
-15%
-$331K
$1.84M0%87,734
-88,059
-50%
-$1.85M
$1.83M0%20,594 New
+$1.83M
$1.83M0%100,332
+6,540
+7%
+$119K
$1.83M0%8,078
+801
+11%
+$182K
$1.83M0%61,748
+23,534
+62%
+$698K
$1.82M0%67,321
+36,595
+119%
+$990K
$1.82M0%16,127
-2,817
-15%
-$318K
$1.82M0%5,498
+198
+4%
+$65.5K
$1.82M0%21,162
-3,750
-15%
-$322K
$1.82M0%43,164
+2,322
+6%
+$97.7K
$1.81M0%34,841
+7,240
+26%
+$377K
$1.81M0%20,317
+17,406
+598%
+$1.55M
$1.81M0%33,028
+22,235
+206%
+$1.22M
$1.8M0%50,303
-4,873
-9%
-$174K
$1.8M0%144,881
+19,866
+16%
+$247K
1 5051525354126