Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$395M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$5.79M
3
+$5.74M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$5.7M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.1M

Top Sells

1
+$2.39M
2
+$1.69M
3
+$1.44M
4
WMT icon
Walmart Inc
WMT
+$1.25M
5
ANDV
Andeavor
ANDV
+$1.04M

Sector Composition

1 Consumer Staples 4.49%
2 Financials 3.51%
3 Healthcare 3.17%
4 Technology 2.22%
5 Utilities 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-86,664
127
– –
-64,836
128
– –
-5,366
129
– –
-13,364
130
– –
-13,668
131
– –
-21,979
132
– –
-19,197
133
– –
-74,767
134
– –
-177,378
135
– –
-20,951
136
– –
-20,128
137
– –
-56,223
138
– –
-32,475
139
– –
-16,703
140
– –
-33,540
141
– –
-16,744
2 3 4 5
6