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
$38.7B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,478
New
Increased
Reduced
Closed

Top Buys

1
+$511M
2
+$404M
3
+$391M
4
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$243M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$203M

Top Sells

1
+$421M
2
+$411M
3
+$287M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$204M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$164M

Sector Composition

1 Technology 11.27%
2 Financials 5.7%
3 Healthcare 4.76%
4 Industrials 4.26%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$65.9M 0.17%
1,276,406
-65,856
127
$64.3M 0.17%
658,789
-147,398
128
$64.1M 0.17%
632,053
+39,094
129
$64M 0.17%
1,000,676
+29,692
130
$63.4M 0.16%
2,269,794
+473,030
131
$63.3M 0.16%
304,120
+4,390
132
$63.3M 0.16%
830,462
-156,733
133
$62.9M 0.16%
699,209
+17,057
134
$62.4M 0.16%
156,456
+6,712
135
$62M 0.16%
366,115
+99,720
136
$61.3M 0.16%
2,428,467
-50,641
137
$61.3M 0.16%
319,367
+2,928
138
$60.5M 0.16%
222,452
+5,368
139
$60.3M 0.16%
132,611
+11,970
140
$59.5M 0.15%
573,527
+8,042
141
$58.3M 0.15%
1,006,162
+185,006
142
$58.2M 0.15%
76,379
+668
143
$57.7M 0.15%
301,462
-2,438
144
$57.7M 0.15%
230,964
-69
145
$55.7M 0.14%
424,092
-9,484
146
$55.4M 0.14%
390,296
-18,938
147
$55M 0.14%
369,924
-219,968
148
$54.4M 0.14%
274,795
-652
149
$53.9M 0.14%
1,051,932
+53,635
150
$53.9M 0.14%
222,397
+13,946
4 5
6
7 8