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
$1.62B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.38M
3
+$9.37M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$7.17M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$7.06M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$3.01M
4
RMD icon
ResMed
RMD
+$2.95M
5
EA icon
Electronic Arts
EA
+$2.46M

Sector Composition

1 Technology 2.15%
2 Healthcare 1.84%
3 Financials 1.55%
4 Industrials 1.25%
5 Communication Services 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$967K 0.06%
35,926
+1,693
127
$967K 0.06%
+6,777
128
$956K 0.06%
27,422
+15,818
129
$954K 0.06%
+25,811
130
$953K 0.06%
8,930
-3,467
131
$948K 0.06%
+10,090
132
$944K 0.06%
+14,958
133
$927K 0.06%
+12,324
134
$911K 0.06%
8,899
-8,561
135
$895K 0.06%
+4,727
136
$889K 0.05%
+4,506
137
$816K 0.05%
+52,209
138
$777K 0.05%
25,641
+14,853
139
$583K 0.04%
17,520
+9,146
140
$499K 0.03%
7,823
+4,508
141
$445K 0.03%
+14,459
142
$407K 0.03%
+7,420
143
$394K 0.02%
+11,470
144
$367K 0.02%
20,016
+9,931
145
$334K 0.02%
+5,552
146
$330K 0.02%
+2,967
147
$321K 0.02%
6,175
-18,107
148
$305K 0.02%
+1,098
149
$289K 0.02%
+5,477
150
$283K 0.02%
+1,961
4 5
6
7 8