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
1376
$809K ﹤0.01%
28,097
+3,921
1377
$807K ﹤0.01%
23,258
+99
1378
$801K ﹤0.01%
10,717
+876
1379
$801K ﹤0.01%
32,306
-2,713
1380
$798K ﹤0.01%
14,397
+2,646
1381
$795K ﹤0.01%
3,311
+789
1382
$794K ﹤0.01%
+17,497
1383
$792K ﹤0.01%
10,433
+51
1384
$792K ﹤0.01%
5,905
+5
1385
$789K ﹤0.01%
13,670
-27
1386
$787K ﹤0.01%
4,981
-15
1387
$785K ﹤0.01%
10,589
-4,435
1388
$782K ﹤0.01%
26,481
+129
1389
$781K ﹤0.01%
2,430
+348
1390
$778K ﹤0.01%
+13,938
1391
$772K ﹤0.01%
93,896
+24,286
1392
$770K ﹤0.01%
27,398
1393
$769K ﹤0.01%
11,974
+5,918
1394
$761K ﹤0.01%
8,548
+53
1395
$760K ﹤0.01%
4,336
+331
1396
$760K ﹤0.01%
4,425
+1,670
1397
$760K ﹤0.01%
3,701
+307
1398
$758K ﹤0.01%
23,940
1399
$756K ﹤0.01%
60,397
-10,778
1400
$754K ﹤0.01%
8,057
-1,176
54 55
56
57 58