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
1426
$669K ﹤0.01%
24,176
+3,723
1427
$667K ﹤0.01%
11,313
+876
1428
$666K ﹤0.01%
7,834
+11
1429
$665K ﹤0.01%
8,348
-3,693
1430
$665K ﹤0.01%
7,850
+168
1431
$665K ﹤0.01%
21,432
-1,530
1432
$662K ﹤0.01%
3,324
+128
1433
$660K ﹤0.01%
11,196
+643
1434
$658K ﹤0.01%
4,951
+18
1435
$657K ﹤0.01%
+8,050
1436
$657K ﹤0.01%
13,441
+1,953
1437
$655K ﹤0.01%
3,394
+392
1438
$654K ﹤0.01%
4,744
+1,550
1439
$653K ﹤0.01%
20,223
-4,509
1440
$652K ﹤0.01%
63,808
+5
1441
$652K ﹤0.01%
32,861
+675
1442
$651K ﹤0.01%
6,234
+498
1443
$651K ﹤0.01%
11,406
-146
1444
$650K ﹤0.01%
11,423
+1,313
1445
$648K ﹤0.01%
15,036
+1,530
1446
$647K ﹤0.01%
4,996
+2,504
1447
$646K ﹤0.01%
20,276
+151
1448
$645K ﹤0.01%
3,144
-36
1449
$644K ﹤0.01%
5,400
+750
1450
$643K ﹤0.01%
+12,825
56 57
58
59 60