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
1476
$598K ﹤0.01%
4,975
+50
1477
$597K ﹤0.01%
6,370
+3,391
1478
$597K ﹤0.01%
2,161
-16
1479
$594K ﹤0.01%
2,585
+1,191
1480
$592K ﹤0.01%
23,772
-8,255
1481
$591K ﹤0.01%
3,282
+102
1482
$589K ﹤0.01%
59,367
1483
$589K ﹤0.01%
12,169
+6,895
1484
$586K ﹤0.01%
2,522
+1,434
1485
$585K ﹤0.01%
56,510
-1,337
1486
$584K ﹤0.01%
18,111
-816
1487
$583K ﹤0.01%
3,788
+406
1488
$582K ﹤0.01%
13,809
-162
1489
$580K ﹤0.01%
2,828
+133
1490
$580K ﹤0.01%
5,333
+1,176
1491
$578K ﹤0.01%
34,506
+1,507
1492
$578K ﹤0.01%
+5,365
1493
$578K ﹤0.01%
+17,129
1494
$578K ﹤0.01%
4,742
+191
1495
$577K ﹤0.01%
11,177
+730
1496
$574K ﹤0.01%
6,651
+1,558
1497
$573K ﹤0.01%
24,733
+459
1498
$573K ﹤0.01%
67,369
1499
$571K ﹤0.01%
18,293
-300
1500
$570K ﹤0.01%
25,053
+476
58 59
60
61 62