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
$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 11.26%
2 Financials 5.71%
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
1276
$913K ﹤0.01%
19,179
+14,023
1277
$910K ﹤0.01%
12,546
-1,298
1278
$910K ﹤0.01%
5,392
-314
1279
$908K ﹤0.01%
2,851
+103
1280
$904K ﹤0.01%
16,286
-519
1281
$904K ﹤0.01%
28,428
+3,127
1282
$904K ﹤0.01%
71,175
-3,191
1283
$903K ﹤0.01%
46,200
-11,502
1284
$902K ﹤0.01%
9,434
-198
1285
$895K ﹤0.01%
132,658
+86
1286
$894K ﹤0.01%
+9,473
1287
$894K ﹤0.01%
3,660
+181
1288
$892K ﹤0.01%
10,185
+506
1289
$892K ﹤0.01%
5,841
+706
1290
$891K ﹤0.01%
4,565
-489
1291
$886K ﹤0.01%
20,330
1292
$884K ﹤0.01%
+33,762
1293
$882K ﹤0.01%
+33,945
1294
$880K ﹤0.01%
5,711
+299
1295
$878K ﹤0.01%
57,183
-25,074
1296
$877K ﹤0.01%
51,140
-435
1297
$877K ﹤0.01%
14,462
+24
1298
$876K ﹤0.01%
24,799
+166
1299
$875K ﹤0.01%
16,394
+1,649
1300
$872K ﹤0.01%
3,600
+1,211
50 51
52
53 54