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
$3.82B
AUM Growth
+$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$28M
3
+$13.3M
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$11.7M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$9.14M

Top Sells

1
+$10.8M
2
+$5.41M
3
+$5.22M
4
DUK icon
Duke Energy
DUK
+$4.36M
5
MCD icon
McDonald's
MCD
+$3.66M

Sector Composition

1 Technology 2.32%
2 Healthcare 1.2%
3 Financials 1.18%
4 Consumer Discretionary 0.98%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.78M 0.05%
23,837
-8,870
127
$1.76M 0.05%
+27,170
128
$1.75M 0.05%
5,064
-2,153
129
$1.74M 0.05%
78,322
+846
130
$1.73M 0.05%
+62,419
131
$1.73M 0.05%
12,073
-18,215
132
$1.73M 0.05%
36,996
+11,011
133
$1.69M 0.04%
11,384
+5,342
134
$1.69M 0.04%
76,391
+23,025
135
$1.69M 0.04%
+15,557
136
$1.68M 0.04%
11,403
-2,517
137
$1.68M 0.04%
+14,136
138
$1.66M 0.04%
+27,847
139
$1.66M 0.04%
29,996
-18,684
140
$1.66M 0.04%
7,230
+120
141
$1.65M 0.04%
54,259
-14,553
142
$1.65M 0.04%
22,294
+5,006
143
$1.64M 0.04%
20,273
-13,034
144
$1.63M 0.04%
+11,241
145
$1.61M 0.04%
+31,292
146
$1.6M 0.04%
+19,904
147
$1.59M 0.04%
+83,488
148
$1.59M 0.04%
+31,797
149
$1.57M 0.04%
19,309
-22,620
150
$1.57M 0.04%
7,123
-262
4 5
6
7 8