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
1501
$569K ﹤0.01%
+5,626
1502
$567K ﹤0.01%
2,482
-30
1503
$566K ﹤0.01%
9,944
+1,146
1504
$566K ﹤0.01%
9,254
+140
1505
$566K ﹤0.01%
40,478
+1,667
1506
$564K ﹤0.01%
24,718
+2,306
1507
$564K ﹤0.01%
25,143
1508
$563K ﹤0.01%
32,086
-4,731
1509
$562K ﹤0.01%
66,247
+19,763
1510
$562K ﹤0.01%
9,767
+203
1511
$561K ﹤0.01%
8,161
+1,930
1512
$561K ﹤0.01%
22,844
+4,597
1513
$560K ﹤0.01%
13,208
+3,375
1514
$559K ﹤0.01%
4,108
+5
1515
$559K ﹤0.01%
2,900
-6,007
1516
$558K ﹤0.01%
12,361
+120
1517
$558K ﹤0.01%
11,235
-159
1518
$557K ﹤0.01%
5,224
+538
1519
$555K ﹤0.01%
12,677
+91
1520
$554K ﹤0.01%
3,445
+46
1521
$553K ﹤0.01%
9,421
+336
1522
$552K ﹤0.01%
3,869
+87
1523
$551K ﹤0.01%
45,035
+297
1524
$551K ﹤0.01%
125,833
+44,312
1525
$551K ﹤0.01%
16,504
59 60
61
62 63