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
1526
$603K ﹤0.01%
23,020
+1,225
1527
$602K ﹤0.01%
2,202
+223
1528
$602K ﹤0.01%
3,761
+437
1529
$602K ﹤0.01%
10,382
+3,540
1530
$601K ﹤0.01%
11,477
+54
1531
$601K ﹤0.01%
6,244
1532
$600K ﹤0.01%
11,083
-510
1533
$600K ﹤0.01%
28,232
+2,679
1534
$598K ﹤0.01%
10,702
+2,760
1535
$598K ﹤0.01%
10,446
+1,817
1536
$598K ﹤0.01%
8,405
+2,004
1537
$598K ﹤0.01%
10,076
+311
1538
$598K ﹤0.01%
67,369
1539
$597K ﹤0.01%
1,100
-64
1540
$596K ﹤0.01%
25,938
+19
1541
$596K ﹤0.01%
26,900
+1,475
1542
$596K ﹤0.01%
10,427
+1,006
1543
$594K ﹤0.01%
26,826
+304
1544
$594K ﹤0.01%
5,955
-621
1545
$593K ﹤0.01%
6,797
+184
1546
$593K ﹤0.01%
11,322
+126
1547
$592K ﹤0.01%
13,560
+3,286
1548
$590K ﹤0.01%
101,445
+708
1549
$589K ﹤0.01%
7,010
+1,786
1550
$589K ﹤0.01%
51,977
-5,206
60 61
62
63 64