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
1451
$642K ﹤0.01%
24,400
-2,000
1452
$638K ﹤0.01%
57,676
+654
1453
$636K ﹤0.01%
4,523
+66
1454
$636K ﹤0.01%
21,795
+1,976
1455
$632K ﹤0.01%
16,436
-38,093
1456
$631K ﹤0.01%
69,610
-3,945
1457
$631K ﹤0.01%
5,073
-25
1458
$630K ﹤0.01%
10,327
+193
1459
$627K ﹤0.01%
4,968
-353
1460
$626K ﹤0.01%
9,716
+116
1461
$622K ﹤0.01%
43,937
-7,661
1462
$621K ﹤0.01%
12,636
+1,830
1463
$620K ﹤0.01%
7,729
+1,438
1464
$619K ﹤0.01%
5,883
+1,307
1465
$619K ﹤0.01%
6,051
-530
1466
$614K ﹤0.01%
6,244
1467
$611K ﹤0.01%
23,423
-2,214
1468
$610K ﹤0.01%
4,960
-15
1469
$607K ﹤0.01%
+7,406
1470
$605K ﹤0.01%
9,765
+6
1471
$604K ﹤0.01%
29,239
-1,938
1472
$603K ﹤0.01%
+21,698
1473
$601K ﹤0.01%
11,751
-41
1474
$599K ﹤0.01%
21,025
-5,145
1475
$599K ﹤0.01%
15,922
+6,672
57 58
59
60 61