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
1326
$901K ﹤0.01%
47,291
+13,057
1327
$901K ﹤0.01%
34,389
+6,201
1328
$899K ﹤0.01%
16,265
-21
1329
$899K ﹤0.01%
3,518
-82
1330
$897K ﹤0.01%
3,791
-4,459
1331
$895K ﹤0.01%
6,064
+223
1332
$893K ﹤0.01%
132,670
+12
1333
$892K ﹤0.01%
13,699
+3,983
1334
$889K ﹤0.01%
3,351
-549
1335
$888K ﹤0.01%
47,455
+5,452
1336
$887K ﹤0.01%
19,808
+9,254
1337
$885K ﹤0.01%
51,458
+33,615
1338
$881K ﹤0.01%
17,330
+1,410
1339
$876K ﹤0.01%
11,948
+230
1340
$875K ﹤0.01%
10,638
+1,206
1341
$875K ﹤0.01%
6,357
+1,613
1342
$873K ﹤0.01%
43,177
-649
1343
$871K ﹤0.01%
2,286
-2,486
1344
$871K ﹤0.01%
11,652
+851
1345
$871K ﹤0.01%
83,790
+10,013
1346
$867K ﹤0.01%
21,044
+7,954
1347
$867K ﹤0.01%
48,424
+35,680
1348
$861K ﹤0.01%
3,519
-170
1349
$861K ﹤0.01%
15,868
+5,571
1350
$859K ﹤0.01%
2,104
+402
52 53
54
55 56