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
$2.48B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$13.6M
3
+$12.1M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$9.86M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.37M

Top Sells

1
+$3.9M
2
+$3.6M
3
+$3.17M
4
MMM icon
3M
MMM
+$2.81M
5
DTE icon
DTE Energy
DTE
+$2.65M

Sector Composition

1 Technology 1.85%
2 Financials 1.22%
3 Consumer Discretionary 1%
4 Healthcare 0.99%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.44M 0.06%
+18,865
127
$1.41M 0.06%
49,542
+6,386
128
$1.39M 0.06%
+13,959
129
$1.37M 0.06%
+10,153
130
$1.36M 0.05%
25,774
-2,172
131
$1.35M 0.05%
4,558
+1,930
132
$1.31M 0.05%
+14,656
133
$1.31M 0.05%
12,090
+2,943
134
$1.23M 0.05%
23,862
+3,605
135
$1.19M 0.05%
+20,358
136
$1.18M 0.05%
3,854
+222
137
$1.18M 0.05%
+15,331
138
$1.16M 0.05%
18,473
-36,727
139
$1.15M 0.05%
24,319
-18,508
140
$1.14M 0.05%
84,149
-88,957
141
$1.13M 0.05%
16,087
-1,530
142
$1.13M 0.05%
5,030
-5,344
143
$1.13M 0.05%
+19,995
144
$1.13M 0.05%
7,909
-12,869
145
$1.13M 0.05%
13,281
+3,462
146
$1.12M 0.05%
+19,206
147
$1.11M 0.04%
+21,575
148
$1.1M 0.04%
+19,906
149
$1.1M 0.04%
+23,666
150
$1.1M 0.04%
19,556
+109
4 5
6
7 8