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
1501
$625K ﹤0.01%
59,367
1502
$623K ﹤0.01%
12,173
+587
1503
$622K ﹤0.01%
13,302
+94
1504
$622K ﹤0.01%
16,402
+6,695
1505
$621K ﹤0.01%
12,461
+1,602
1506
$620K ﹤0.01%
25,456
+723
1507
$619K ﹤0.01%
4,931
+823
1508
$617K ﹤0.01%
15,903
+2,292
1509
$617K ﹤0.01%
18,391
+280
1510
$617K ﹤0.01%
27,427
-1,194
1511
$617K ﹤0.01%
12,245
+76
1512
$616K ﹤0.01%
11,771
+1,554
1513
$615K ﹤0.01%
4,976
-97
1514
$614K ﹤0.01%
16,001
+79
1515
$614K ﹤0.01%
24,577
-25,089
1516
$612K ﹤0.01%
+4,240
1517
$612K ﹤0.01%
6,212
-22
1518
$611K ﹤0.01%
5,400
1519
$610K ﹤0.01%
18,198
+2,352
1520
$609K ﹤0.01%
4,543
+1,394
1521
$609K ﹤0.01%
8,572
+1,464
1522
$608K ﹤0.01%
14,362
+2,562
1523
$607K ﹤0.01%
+16,495
1524
$607K ﹤0.01%
13,605
-2,221
1525
$604K ﹤0.01%
29,600
+6,100
59 60
61
62 63