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
$395M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.7M
3
+$5.56M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$5.37M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.9M

Top Sells

1
+$2.39M
2
+$1.68M
3
+$1.44M
4
WMT icon
Walmart
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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