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
1351
$854K ﹤0.01%
34,059
+297
1352
$854K ﹤0.01%
38,216
+8,406
1353
$854K ﹤0.01%
7,996
-58
1354
$849K ﹤0.01%
2,666
+81
1355
$848K ﹤0.01%
32,853
-1,092
1356
$848K ﹤0.01%
3,606
-54
1357
$847K ﹤0.01%
8,293
-2,985
1358
$846K ﹤0.01%
79,592
-1,687
1359
$846K ﹤0.01%
264,373
+33,079
1360
$842K ﹤0.01%
24,491
-435
1361
$837K ﹤0.01%
27,134
-1,294
1362
$835K ﹤0.01%
15,750
+8,344
1363
$831K ﹤0.01%
56,117
-15,476
1364
$831K ﹤0.01%
56,160
+9,325
1365
$828K ﹤0.01%
3,663
+217
1366
$827K ﹤0.01%
29,126
+446
1367
$826K ﹤0.01%
9,077
-2,264
1368
$825K ﹤0.01%
+27,376
1369
$823K ﹤0.01%
18,709
1370
$818K ﹤0.01%
11,496
+1,533
1371
$817K ﹤0.01%
77,370
+20,860
1372
$814K ﹤0.01%
8,122
+514
1373
$811K ﹤0.01%
24,700
-99
1374
$811K ﹤0.01%
13,230
+1,917
1375
$810K ﹤0.01%
4,126
+404
53 54
55
56 57