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
$1.66B
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$16.7M
3
+$15.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$11.5M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$10.9M

Top Sells

1
+$4.1M
2
+$3.25M
3
+$3.02M
4
ES icon
Eversource Energy
ES
+$2.83M
5
BA icon
Boeing
BA
+$2.5M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.52%
3 Financials 1.37%
4 Communication Services 1.06%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$885K 0.05%
+7,692
127
$883K 0.05%
+33,948
128
$881K 0.05%
7,832
-9,406
129
$880K 0.05%
+7,042
130
$876K 0.05%
12,140
-9,204
131
$867K 0.05%
+6,473
132
$849K 0.05%
6,264
+4,303
133
$818K 0.05%
26,778
-4,088
134
$801K 0.05%
26,205
+988
135
$781K 0.05%
30,674
+2,870
136
$780K 0.05%
+8,351
137
$750K 0.05%
18,956
+2,874
138
$746K 0.04%
22,567
+5,047
139
$704K 0.04%
66,264
+46,290
140
$696K 0.04%
397
-414
141
$603K 0.04%
10,269
+2,446
142
$529K 0.03%
19,000
+4,541
143
$481K 0.03%
15,808
+4,338
144
$476K 0.03%
26,263
+6,247
145
$469K 0.03%
8,943
+1,523
146
$423K 0.03%
3,825
+858
147
$398K 0.02%
7,370
+1,818
148
$392K 0.02%
7,529
+2,052
149
$364K 0.02%
+2,056
150
$352K 0.02%
13,114
+3,130
4 5
6
7 8