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
1426
$729K ﹤0.01%
25,562
1427
$726K ﹤0.01%
4,993
-387
1428
$725K ﹤0.01%
4,902
+1,033
1429
$722K ﹤0.01%
3,228
-1,216
1430
$722K ﹤0.01%
31,828
+7,110
1431
$719K ﹤0.01%
38,181
-29
1432
$714K ﹤0.01%
12,222
-340
1433
$714K ﹤0.01%
27,704
-18,658
1434
$713K ﹤0.01%
22,977
-30,686
1435
$711K ﹤0.01%
12,083
+104
1436
$711K ﹤0.01%
10,060
+3,463
1437
$709K ﹤0.01%
4,860
-4,120
1438
$709K ﹤0.01%
28,633
+12,771
1439
$709K ﹤0.01%
264,387
+22,313
1440
$708K ﹤0.01%
8,060
+53
1441
$708K ﹤0.01%
11,563
+961
1442
$706K ﹤0.01%
24,677
+287
1443
$705K ﹤0.01%
7,510
+205
1444
$704K ﹤0.01%
35,412
-2,269
1445
$700K ﹤0.01%
4,344
-142
1446
$699K ﹤0.01%
61,038
+3,362
1447
$699K ﹤0.01%
5,792
-5,024
1448
$699K ﹤0.01%
+12,960
1449
$698K ﹤0.01%
14,826
+550
1450
$697K ﹤0.01%
16,145
-269
56 57
58
59 60