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
1326
$825K ﹤0.01%
11,557
+215
1327
$823K ﹤0.01%
+14,052
1328
$818K ﹤0.01%
24,926
+11,246
1329
$817K ﹤0.01%
4,486
-27
1330
$813K ﹤0.01%
+11,593
1331
$808K ﹤0.01%
5,900
+300
1332
$807K ﹤0.01%
28,321
+574
1333
$807K ﹤0.01%
3,722
+237
1334
$804K ﹤0.01%
26,352
+1,062
1335
$803K ﹤0.01%
20,399
+873
1336
$799K ﹤0.01%
15,432
+219
1337
$798K ﹤0.01%
21,817
+8,564
1338
$798K ﹤0.01%
23,159
-26
1339
$797K ﹤0.01%
7,305
+82
1340
$796K ﹤0.01%
6,576
-12,491
1341
$791K ﹤0.01%
31,489
-862
1342
$789K ﹤0.01%
17,541
-2,145
1343
$789K ﹤0.01%
+24,573
1344
$788K ﹤0.01%
26,522
-3,383
1345
$787K ﹤0.01%
+51,159
1346
$785K ﹤0.01%
13,697
-576
1347
$785K ﹤0.01%
14,690
+29
1348
$782K ﹤0.01%
23,332
+1,829
1349
$778K ﹤0.01%
49,276
+8,587
1350
$775K ﹤0.01%
9,841
+1,009
52 53
54
55 56