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
1351
$774K ﹤0.01%
+11,718
1352
$773K ﹤0.01%
27,398
1353
$772K ﹤0.01%
26,229
+13,972
1354
$762K ﹤0.01%
12,360
-20,257
1355
$759K ﹤0.01%
130,777
-8,963
1356
$757K ﹤0.01%
28,188
-903
1357
$757K ﹤0.01%
11,433
+2,476
1358
$757K ﹤0.01%
37,664
+1,882
1359
$756K ﹤0.01%
25,919
-28,603
1360
$752K ﹤0.01%
12,823
+1,656
1361
$749K ﹤0.01%
2,489
+98
1362
$747K ﹤0.01%
1,164
+87
1363
$745K ﹤0.01%
8,551
+691
1364
$743K ﹤0.01%
6,571
+548
1365
$742K ﹤0.01%
1,702
+235
1366
$741K ﹤0.01%
21,466
-67
1367
$740K ﹤0.01%
5,424
-47
1368
$740K ﹤0.01%
18,179
+672
1369
$737K ﹤0.01%
23,940
+2,116
1370
$737K ﹤0.01%
4,275
-513
1371
$736K ﹤0.01%
9,963
+112
1372
$735K ﹤0.01%
2,007
-54
1373
$732K ﹤0.01%
17,137
+3,964
1374
$732K ﹤0.01%
16,414
+1,565
1375
$731K ﹤0.01%
35,354
+8,243
53 54
55
56 57