Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $66.1B
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
+16.89%
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 11.27%
2 Financials 5.7%
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
1301
$872K ﹤0.01%
12,746
+246
1302
$872K ﹤0.01%
5,838
-1,047
1303
$871K ﹤0.01%
11,341
+6,731
1304
$868K ﹤0.01%
73,777
+20,531
1305
$864K ﹤0.01%
2,032
+798
1306
$862K ﹤0.01%
43,826
+773
1307
$859K ﹤0.01%
2,637
+1,205
1308
$859K ﹤0.01%
11,785
+5,476
1309
$857K ﹤0.01%
48,029
-1,609
1310
$855K ﹤0.01%
2,120
-2
1311
$855K ﹤0.01%
13,422
+1,583
1312
$846K ﹤0.01%
10,801
-177
1313
$846K ﹤0.01%
+26,283
1314
$843K ﹤0.01%
17,758
-275
1315
$843K ﹤0.01%
1,913
+390
1316
$843K ﹤0.01%
10,382
-212
1317
$842K ﹤0.01%
26,372
+1,085
1318
$842K ﹤0.01%
18,709
-12
1319
$841K ﹤0.01%
35,019
+212
1320
$838K ﹤0.01%
29,810
-4,553
1321
$834K ﹤0.01%
29,096
-17,589
1322
$834K ﹤0.01%
5,380
+48
1323
$830K ﹤0.01%
29,655
-4,788
1324
$829K ﹤0.01%
55,581
+4,252
1325
$826K ﹤0.01%
7,400
+286
51 52
53
54 55