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
1301
$952K ﹤0.01%
22,256
+4,498
1302
$952K ﹤0.01%
33,049
+12,785
1303
$951K ﹤0.01%
28,647
+9,051
1304
$950K ﹤0.01%
9,678
+205
1305
$943K ﹤0.01%
19,846
-13,085
1306
$941K ﹤0.01%
29,647
-4,468
1307
$940K ﹤0.01%
45,406
+6,737
1308
$936K ﹤0.01%
26,398
-1,489
1309
$933K ﹤0.01%
19,768
+4,732
1310
$933K ﹤0.01%
9,864
+430
1311
$931K ﹤0.01%
42,670
+203
1312
$931K ﹤0.01%
7,857
-105
1313
$928K ﹤0.01%
28,396
+100
1314
$922K ﹤0.01%
20,330
1315
$922K ﹤0.01%
46,670
+3,366
1316
$920K ﹤0.01%
27,833
+1,550
1317
$919K ﹤0.01%
21,132
+733
1318
$916K ﹤0.01%
43,014
+7,660
1319
$913K ﹤0.01%
20,720
-1,047
1320
$913K ﹤0.01%
18,560
+5,119
1321
$913K ﹤0.01%
5,023
-635
1322
$912K ﹤0.01%
5,297
-6,027
1323
$907K ﹤0.01%
42,045
+9,359
1324
$906K ﹤0.01%
8,351
+74
1325
$905K ﹤0.01%
5,706
-3,052
51 52
53
54 55