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
$324M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.86M
3
+$6.48M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$6.23M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$4.95M

Top Sells

1
+$1.45M
2
+$1.38M
3
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-17,189
127
– –
-12,262
128
– –
-59,661
2 3 4 5
6