Wealth Enhancement Advisory Services Portfolio holdings
AUM
$60.4B
This Quarter Return
-0.65%
1 Year Return
+15.61%
3 Year Return
+48.2%
5 Year Return
+69.03%
10 Year Return
+118.46%
AUM
$324M
AUM Growth
+$324M
(+25%)
Cap. Flow
+$65.9M
Cap. Flow
% of AUM
20.34%
Top 10 Holdings %
Top 10 Hldgs %
43.33%
Holding
128
New
23
Increased
76
Reduced
16
Closed
13
Top Buys
Top Sells
| 1 |
McDonald's
MCD
|
$1.45M |
| 2 |
Archer Daniels Midland
ADM
|
$1.38M |
| 3 |
Altria Group
MO
|
$1.27M |
| 4 |
HCC
HCC INSURANCES HOLDINGS INC
HCC
|
$974K |
| 5 |
SPLS
Staples Inc
SPLS
|
$972K |
Sector Composition
| 1 | Consumer Staples | 4.38% |
| 2 | Financials | 4.21% |
| 3 | Technology | 3.09% |
| 4 | Healthcare | 2.72% |
| 5 | Consumer Discretionary | 2.35% |