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
1551
$526K ﹤0.01%
5,049
+3
1552
$526K ﹤0.01%
+1,979
1553
$525K ﹤0.01%
37,246
+236
1554
$525K ﹤0.01%
1,560
-34
1555
$524K ﹤0.01%
2,149
-1,380
1556
$523K ﹤0.01%
9,699
-1,821
1557
$523K ﹤0.01%
6,159
+36
1558
$522K ﹤0.01%
11,432
-64
1559
$520K ﹤0.01%
12,026
+3,542
1560
$518K ﹤0.01%
52,295
+14,898
1561
$517K ﹤0.01%
3,962
-19
1562
$515K ﹤0.01%
4,162
-416
1563
$515K ﹤0.01%
4,861
+1
1564
$515K ﹤0.01%
1,656
+1
1565
$514K ﹤0.01%
3,179
+213
1566
$514K ﹤0.01%
43,741
+24,248
1567
$514K ﹤0.01%
14,945
+3,902
1568
$513K ﹤0.01%
9,781
-7,298
1569
$513K ﹤0.01%
11,964
-388
1570
$513K ﹤0.01%
608
1571
$513K ﹤0.01%
14,418
-356
1572
$511K ﹤0.01%
7,942
+1,251
1573
$511K ﹤0.01%
23,480
-865
1574
$511K ﹤0.01%
93,052
+7,371
1575
$510K ﹤0.01%
20,910
+5,503
61 62
63
64 65