Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$553M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$7.21M
3
+$3.59M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.27M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$3.03M

Top Sells

1
+$7.54M
2
+$2.76M
3
+$1.46M
4
DPZ icon
Domino's
DPZ
+$1.39M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.31M

Sector Composition

1 Consumer Staples 3.64%
2 Financials 2.84%
3 Technology 2.41%
4 Healthcare 2.25%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-46,301
127
– –
-34,910
128
– –
-9,881
129
– –
-15,162
130
– –
-8,161
2 3 4 5
6