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
1451
$696K ﹤0.01%
3,933
-632
1452
$694K ﹤0.01%
21,250
1453
$691K ﹤0.01%
6,664
-258
1454
$689K ﹤0.01%
16,503
-240
1455
$689K ﹤0.01%
34,854
+1,993
1456
$689K ﹤0.01%
15,071
-361
1457
$687K ﹤0.01%
3,877
-3,719
1458
$686K ﹤0.01%
21,432
1459
$685K ﹤0.01%
41,588
-2,349
1460
$684K ﹤0.01%
+15,043
1461
$683K ﹤0.01%
7,632
+1,581
1462
$680K ﹤0.01%
20,381
-1,085
1463
$679K ﹤0.01%
40,044
+13,703
1464
$679K ﹤0.01%
35,750
+454
1465
$676K ﹤0.01%
5,398
+656
1466
$675K ﹤0.01%
3,970
-4,695
1467
$675K ﹤0.01%
20,276
1468
$674K ﹤0.01%
6,778
-1,288
1469
$670K ﹤0.01%
7,051
-11,188
1470
$669K ﹤0.01%
11,311
+273
1471
$665K ﹤0.01%
1,726
-187
1472
$661K ﹤0.01%
6,757
+1,797
1473
$661K ﹤0.01%
15,572
-1,565
1474
$660K ﹤0.01%
12,812
+1,635
1475
$656K ﹤0.01%
18,418
+9,076
57 58
59
60 61