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
$42.1B
AUM Growth
+$3.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$184M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$124M
5
AAPL icon
Apple
AAPL
+$98.9M

Top Sells

1
+$45.9M
2
+$34.9M
3
+$32.2M
4
JNPR
Juniper Networks
JNPR
+$27.3M
5
PLD icon
Prologis
PLD
+$25.5M

Sector Composition

1 Technology 12.2%
2 Financials 5.63%
3 Healthcare 4.49%
4 Industrials 3.94%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$69.6M 0.17%
652,850
+1,221
127
$69.3M 0.16%
306,486
+2,366
128
$69.2M 0.16%
125,060
-528
129
$68.8M 0.16%
154,673
-1,783
130
$68.3M 0.16%
927,504
-48,973
131
$67.7M 0.16%
2,115,011
+806,568
132
$66.8M 0.16%
1,272,451
-128,232
133
$66.7M 0.16%
1,406,778
-13,924
134
$66.6M 0.16%
663,771
+4,982
135
$66.6M 0.16%
853,615
+23,153
136
$66.6M 0.16%
2,807,834
-245,452
137
$66.5M 0.16%
819,743
+31,025
138
$66.5M 0.16%
1,984,317
-54,079
139
$64.8M 0.15%
138,655
+6,044
140
$64.5M 0.15%
715,482
-44,029
141
$63.5M 0.15%
2,390,100
-38,367
142
$62.8M 0.15%
1,246,090
+232,133
143
$61.9M 0.15%
271,038
-3,757
144
$61.1M 0.15%
571,258
-2,269
145
$60.5M 0.14%
268,441
-6,925
146
$60.4M 0.14%
697,173
-2,036
147
$59.7M 0.14%
554,187
+291,452
148
$59.5M 0.14%
230,720
+8,323
149
$59.2M 0.14%
324,199
+4,832
150
$59.1M 0.14%
75,091
-1,288
4 5
6
7 8