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
$2.27B
AUM Growth
+$499M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$31.7M
3
+$30.1M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$25.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$25.2M

Top Sells

1
+$5.08M
2
+$3.87M
3
+$3.07M
4
J icon
Jacobs Solutions
J
+$2.93M
5
ECL icon
Ecolab
ECL
+$2.77M

Sector Composition

1 Technology 2.34%
2 Financials 1.28%
3 Healthcare 1.24%
4 Consumer Discretionary 0.96%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.3M 0.06%
9,195
-6,979
127
$1.29M 0.06%
+38,643
128
$1.28M 0.06%
+26,221
129
$1.28M 0.06%
21,914
+11,833
130
$1.28M 0.06%
9,445
-1,934
131
$1.27M 0.06%
+18,615
132
$1.24M 0.05%
+11,944
133
$1.22M 0.05%
+119,436
134
$1.22M 0.05%
+7,914
135
$1.22M 0.05%
43,156
+14,710
136
$1.21M 0.05%
6,280
-470
137
$1.2M 0.05%
72,580
+8,340
138
$1.2M 0.05%
+20,257
139
$1.2M 0.05%
+6,025
140
$1.16M 0.05%
13,481
-1,470
141
$1.16M 0.05%
+68,055
142
$1.16M 0.05%
13,319
-536
143
$1.14M 0.05%
+8,424
144
$1.14M 0.05%
+32,382
145
$1.14M 0.05%
+10,733
146
$1.13M 0.05%
+4,917
147
$1.13M 0.05%
8,405
-6,082
148
$1.13M 0.05%
+21,765
149
$1.1M 0.05%
+19,447
150
$1.09M 0.05%
17,177
+8,332
4 5
6
7 8