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
1376
$730K ﹤0.01%
18,077
+6,127
1377
$729K ﹤0.01%
37,681
+4,551
1378
$727K ﹤0.01%
38,669
+2,800
1379
$725K ﹤0.01%
12,562
-44
1380
$724K ﹤0.01%
7,608
-2,489
1381
$723K ﹤0.01%
2,082
+86
1382
$723K ﹤0.01%
1,683
+280
1383
$722K ﹤0.01%
13,247
-1,520
1384
$722K ﹤0.01%
11,038
+6,206
1385
$721K ﹤0.01%
35,296
-23,676
1386
$720K ﹤0.01%
6,922
-2,617
1387
$716K ﹤0.01%
23,299
-7,931
1388
$714K ﹤0.01%
11,979
-2,449
1389
$712K ﹤0.01%
24,390
+1,248
1390
$710K ﹤0.01%
32,686
-19,019
1391
$709K ﹤0.01%
14,276
-897
1392
$708K ﹤0.01%
8,495
+3,767
1393
$707K ﹤0.01%
10,838
-683
1394
$705K ﹤0.01%
11,673
-875
1395
$705K ﹤0.01%
28,680
-2,148
1396
$704K ﹤0.01%
19,484
+105
1397
$699K ﹤0.01%
25,562
-1,640
1398
$697K ﹤0.01%
+38,210
1399
$697K ﹤0.01%
3,689
-189
1400
$696K ﹤0.01%
46,835
+3,180
54 55
56
57 58