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
1526
$548K ﹤0.01%
25,425
-2,950
1527
$547K ﹤0.01%
25,553
+2,130
1528
$546K ﹤0.01%
15,143
-8
1529
$546K ﹤0.01%
5,924
+656
1530
$546K ﹤0.01%
38,626
+273
1531
$545K ﹤0.01%
44,894
-8,544
1532
$545K ﹤0.01%
14,021
-473
1533
$545K ﹤0.01%
27,349
-796
1534
$544K ﹤0.01%
+18,599
1535
$544K ﹤0.01%
18,783
-51,785
1536
$543K ﹤0.01%
+10,859
1537
$542K ﹤0.01%
+105,227
1538
$541K ﹤0.01%
16,487
-9
1539
$540K ﹤0.01%
42,271
+9,301
1540
$537K ﹤0.01%
440
-178
1541
$536K ﹤0.01%
6,183
+3
1542
$535K ﹤0.01%
20,264
-1,214
1543
$534K ﹤0.01%
7,361
-25
1544
$534K ﹤0.01%
11,800
-488
1545
$533K ﹤0.01%
+10,274
1546
$532K ﹤0.01%
13,090
+4,190
1547
$531K ﹤0.01%
11,863
1548
$530K ﹤0.01%
26,292
-2,421
1549
$529K ﹤0.01%
4,459
+1,678
1550
$528K ﹤0.01%
5,776
+1,155
60 61
62
63 64