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
1401
$753K ﹤0.01%
36,800
-9,400
1402
$752K ﹤0.01%
64,399
-11,924
1403
$752K ﹤0.01%
18,150
+73
1404
$750K ﹤0.01%
18,643
+464
1405
$748K ﹤0.01%
5,661
+693
1406
$747K ﹤0.01%
22,142
-5,829
1407
$747K ﹤0.01%
10,941
+1,547
1408
$745K ﹤0.01%
7,375
-25
1409
$744K ﹤0.01%
27,182
+2,039
1410
$744K ﹤0.01%
7,375
-18,607
1411
$742K ﹤0.01%
7,964
-14,087
1412
$742K ﹤0.01%
4,468
+193
1413
$741K ﹤0.01%
47,127
-2,149
1414
$737K ﹤0.01%
31,644
+10,503
1415
$737K ﹤0.01%
26,688
-2,967
1416
$736K ﹤0.01%
18,607
+9,956
1417
$736K ﹤0.01%
4,148
+360
1418
$735K ﹤0.01%
36,047
-1,617
1419
$733K ﹤0.01%
1,902
-154
1420
$733K ﹤0.01%
2,464
-270
1421
$732K ﹤0.01%
9,978
+1,427
1422
$732K ﹤0.01%
10,391
+2,043
1423
$731K ﹤0.01%
+75,129
1424
$730K ﹤0.01%
14,583
+1,758
1425
$729K ﹤0.01%
15,660
-4,515
55 56
57
58 59