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
1276
$998K ﹤0.01%
9,218
+3,442
1277
$996K ﹤0.01%
57,054
+22,548
1278
$995K ﹤0.01%
51,138
-1,000
1279
$995K ﹤0.01%
49,017
+1,362
1280
$992K ﹤0.01%
17,244
+3,822
1281
$992K ﹤0.01%
28,216
+4,884
1282
$990K ﹤0.01%
58,074
+10,045
1283
$987K ﹤0.01%
20,289
+873
1284
$986K ﹤0.01%
4,250
+714
1285
$984K ﹤0.01%
20,487
-3,205
1286
$983K ﹤0.01%
7,970
-86
1287
$981K ﹤0.01%
27,991
-7,319
1288
$981K ﹤0.01%
+45,199
1289
$977K ﹤0.01%
15,096
-623
1290
$976K ﹤0.01%
41,409
-2,319
1291
$976K ﹤0.01%
95,117
+39,536
1292
$975K ﹤0.01%
23,845
-4,270
1293
$974K ﹤0.01%
49,099
+10,336
1294
$974K ﹤0.01%
31,431
+3,110
1295
$971K ﹤0.01%
40,929
+1,743
1296
$971K ﹤0.01%
57,165
+6,025
1297
$970K ﹤0.01%
2,294
+287
1298
$969K ﹤0.01%
32,342
+6,113
1299
$964K ﹤0.01%
14,742
-3,782
1300
$961K ﹤0.01%
4,688
+421
50 51
52
53 54