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
$7.17B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$67.1M
2
+$48.3M
3
+$43.7M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$36.7M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$33.8M

Top Sells

1
+$18.9M
2
+$9.67M
3
+$9.1M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$8.97M
5
META icon
Meta Platforms (Facebook)
META
+$8.17M

Sector Composition

1 Technology 2.02%
2 Healthcare 1.18%
3 Financials 1%
4 Consumer Discretionary 0.68%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.12M 0.07%
+12,937
127
$5.1M 0.07%
10,177
+9,784
128
$5.05M 0.07%
+103,189
129
$4.98M 0.07%
119,893
+89,071
130
$4.98M 0.07%
+21,592
131
$4.84M 0.07%
67,613
-11,225
132
$4.83M 0.07%
19,092
-10,798
133
$4.82M 0.07%
44,140
-25,692
134
$4.8M 0.07%
22,367
+10,152
135
$4.69M 0.07%
+212,367
136
$4.64M 0.06%
183,378
+39,406
137
$4.6M 0.06%
61,433
+8,998
138
$4.59M 0.06%
+19,272
139
$4.43M 0.06%
30,280
-7,037
140
$4.42M 0.06%
70,790
-14,855
141
$4.39M 0.06%
+39,220
142
$4.33M 0.06%
158,064
-202,980
143
$4.32M 0.06%
69,307
-8,045
144
$4.22M 0.06%
48,806
-44,719
145
$4.19M 0.06%
38,432
+3,561
146
$4.18M 0.06%
+47,802
147
$4.13M 0.06%
88,836
+46,128
148
$4.07M 0.06%
30,804
+20,528
149
$4.06M 0.06%
14,159
+12,216
150
$4.02M 0.06%
+136,770
4 5
6
7 8