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
1401
$694K ﹤0.01%
3,446
-24
1402
$694K ﹤0.01%
5,991
-436
1403
$693K ﹤0.01%
15,846
-1,495
1404
$693K ﹤0.01%
33,510
-138,454
1405
$692K ﹤0.01%
21,250
-1,300
1406
$691K ﹤0.01%
30,479
+4,039
1407
$689K ﹤0.01%
4,005
+118
1408
$686K ﹤0.01%
42,003
+1,936
1409
$684K ﹤0.01%
68,695
-41
1410
$680K ﹤0.01%
+43,175
1411
$679K ﹤0.01%
17,075
-993
1412
$679K ﹤0.01%
+20,303
1413
$677K ﹤0.01%
15,826
-517
1414
$677K ﹤0.01%
8,007
-187
1415
$676K ﹤0.01%
13,446
-3,173
1416
$675K ﹤0.01%
16,743
+8,234
1417
$675K ﹤0.01%
28,621
+3,513
1418
$674K ﹤0.01%
10,602
-366
1419
$674K ﹤0.01%
34,234
+1,769
1420
$673K ﹤0.01%
19,596
-1,240
1421
$672K ﹤0.01%
3,427
+1,031
1422
$671K ﹤0.01%
6,613
+305
1423
$670K ﹤0.01%
9,394
+1,316
1424
$670K ﹤0.01%
26,188
-733
1425
$669K ﹤0.01%
20,493
-3,664
55 56
57
58 59