Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $45.5B
1-Year Est. Return 21.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.01%
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
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