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
$52.2B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,012
New
Increased
Reduced
Closed

Top Buys

1
+$454M
2
+$225M
3
+$221M
4
AAPL icon
Apple
AAPL
+$219M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$201M

Top Sells

1
+$327M
2
+$189M
3
+$70.1M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$55.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$33.9M

Sector Composition

1 Technology 12.59%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Healthcare 4.26%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$1.36M ﹤0.01%
16,612
+98
1377
$1.36M ﹤0.01%
6,355
+1,383
1378
$1.36M ﹤0.01%
+56,782
1379
$1.36M ﹤0.01%
6,499
-1,209
1380
$1.35M ﹤0.01%
7,482
+401
1381
$1.35M ﹤0.01%
49,161
-72,096
1382
$1.34M ﹤0.01%
58,115
+3,894
1383
$1.33M ﹤0.01%
21,325
+5,889
1384
$1.33M ﹤0.01%
11,567
+5,771
1385
$1.32M ﹤0.01%
38,214
+10,658
1386
$1.32M ﹤0.01%
10,127
+6,051
1387
$1.32M ﹤0.01%
18,540
-1,176
1388
$1.31M ﹤0.01%
61,358
+2,827
1389
$1.31M ﹤0.01%
42,174
+22,246
1390
$1.31M ﹤0.01%
16,184
+1,265
1391
$1.31M ﹤0.01%
7,597
+84
1392
$1.31M ﹤0.01%
26,286
-2,397
1393
$1.3M ﹤0.01%
43,628
+5,405
1394
$1.3M ﹤0.01%
27,601
+20,095
1395
$1.3M ﹤0.01%
52,786
+4,416
1396
$1.3M ﹤0.01%
22,506
+12,226
1397
$1.29M ﹤0.01%
23,012
+12,495
1398
$1.29M ﹤0.01%
9,049
+1,659
1399
$1.29M ﹤0.01%
17,503
+429
1400
$1.29M ﹤0.01%
18,045
+1,070
54 55
56
57 58