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
$4.42B
AUM Growth
+$608M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$59M
2
+$23.7M
3
+$15.6M
4
MSFT icon
Microsoft
MSFT
+$11.3M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$11M

Top Sells

1
+$5.68M
2
+$5.28M
3
+$4.65M
4
CRM icon
Salesforce
CRM
+$4.01M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.9M

Sector Composition

1 Technology 2.3%
2 Healthcare 1.28%
3 Financials 0.96%
4 Consumer Discretionary 0.9%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.85M 0.04%
+932
127
$1.79M 0.04%
4,761
-382
128
$1.72M 0.04%
8,386
-463
129
$1.64M 0.04%
34,210
-31,031
130
$1.57M 0.04%
4,522
-9,487
131
$1.48M 0.03%
12,049
+4
132
$1.48M 0.03%
47,692
-150,493
133
$1.47M 0.03%
48,390
+2,837
134
$1.4M 0.03%
4,633
-8,300
135
$1.38M 0.03%
6,585
-2,845
136
$1.31M 0.03%
2,680
-3,485
137
$1.31M 0.03%
14,058
-10,208
138
$1.29M 0.03%
16,871
-10,976
139
$1.21M 0.03%
21,469
+19,331
140
$1.2M 0.03%
+26,272
141
$1.17M 0.03%
4,629
-6,053
142
$1.16M 0.03%
7,433
-4,640
143
$1.16M 0.03%
+8,224
144
$1.15M 0.03%
5,844
-42
145
$1.14M 0.03%
+45,286
146
$1.13M 0.03%
4,345
-2,885
147
$1.1M 0.02%
+111,812
148
$1.1M 0.02%
+24,212
149
$1.09M 0.02%
+11,553
150
$1.09M 0.02%
11,784
+89
4 5
6
7 8