Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $60.4B
This Quarter Return
-0.8%
1 Year Return
+15.61%
3 Year Return
+48.2%
5 Year Return
+69.03%
10 Year Return
+118.46%
AUM
$52.3B
AUM Growth
+$75.9M
Cap. Flow
+$1.19B
Cap. Flow %
2.27%
Top 10 Hldgs %
23.14%
Holding
3,156
New
280
Increased
1,557
Reduced
1,033
Closed
222
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$1.29M﹤0.01% 89,857
+11,877
+15%
+$170K
$1.29M﹤0.01% 6,135
+101
+2%
+$21.2K
$1.29M﹤0.01% 15,405
+767
+5%
+$64K
$1.28M﹤0.01% 30,028
-354,377
-92%
-$15.1M
$1.28M﹤0.01% 56,952
-358,655
-86%
-$8.06M
$1.28M﹤0.01% 123,838
-36,531
-23%
-$376K
$1.27M﹤0.01% 47,186
+7,828
+20%
+$211K
$1.27M﹤0.01% 59,148
-20,294
-26%
-$436K
$1.27M﹤0.01% 11,540
-40,032
-78%
-$4.41M
$1.27M﹤0.01% 23,947
-40,198
-63%
-$2.13M
$1.27M﹤0.01% 3,982
-384
-9%
-$122K
$1.27M﹤0.01% 18,859
+668
+4%
+$44.9K
$1.26M﹤0.01% 41,711
+11,681
+39%
+$354K
$1.26M﹤0.01% 25,098
-2,131
-8%
-$107K
$1.26M﹤0.01% 30,485
+2,897
+11%
+$120K
$1.26M﹤0.01% 25,373
+13,248
+109%
+$657K
$1.25M﹤0.01% 38,589
+261
+0.7%
+$8.49K
$1.25M﹤0.01% 7,981
-4,788
-38%
-$752K
$1.25M﹤0.01% 10,320
+447
+5%
+$54.1K
$1.25M﹤0.01% 8,720
+1,558
+22%
+$223K
$1.24M﹤0.01% 29,826
+13,367
+81%
+$558K
$1.24M﹤0.01% 26,653
+15,109
+131%
+$704K
$1.24M﹤0.01% 12,527
+6,591
+111%
+$654K
$1.24M﹤0.01% 31,730
-566
-2%
-$22.1K
$1.24M﹤0.01% 25,160
+713
+3%
+$35.1K