Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
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 5.64%
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
1476
$655K ﹤0.01%
11,524
+1,757
1477
$655K ﹤0.01%
24,910
+1,430
1478
$654K ﹤0.01%
14,215
+5,244
1479
$653K ﹤0.01%
24,400
1480
$652K ﹤0.01%
23,922
+4,613
1481
$651K ﹤0.01%
5,255
+280
1482
$650K ﹤0.01%
11,289
-117
1483
$649K ﹤0.01%
21,596
+2,997
1484
$647K ﹤0.01%
23,371
+1,673
1485
$645K ﹤0.01%
4,280
-776
1486
$641K ﹤0.01%
17,009
+2,988
1487
$640K ﹤0.01%
5,206
-218
1488
$640K ﹤0.01%
20,747
+3,672
1489
$639K ﹤0.01%
13,711
+1,350
1490
$635K ﹤0.01%
7,729
1491
$632K ﹤0.01%
19,042
+5,542
1492
$632K ﹤0.01%
5,798
+3,327
1493
$630K ﹤0.01%
25,450
+1,678
1494
$630K ﹤0.01%
8,398
+1,747
1495
$629K ﹤0.01%
11,663
+1,336
1496
$628K ﹤0.01%
2,290
-192
1497
$628K ﹤0.01%
5,438
-1,133
1498
$627K ﹤0.01%
19,647
+163
1499
$627K ﹤0.01%
12,769
-677
1500
$626K ﹤0.01%
18,562
-50,899
58 59
60
61 62