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
1551
$588K ﹤0.01%
3,765
-3,570
1552
$587K ﹤0.01%
68,737
+42
1553
$584K ﹤0.01%
1,505
-178
1554
$583K ﹤0.01%
+23,050
1555
$582K ﹤0.01%
6,252
+1,056
1556
$581K ﹤0.01%
13,123
+5,728
1557
$580K ﹤0.01%
22,832
+12,807
1558
$580K ﹤0.01%
19,709
+4,764
1559
$579K ﹤0.01%
17,203
+4,910
1560
$578K ﹤0.01%
32,367
+281
1561
$578K ﹤0.01%
12,042
+41
1562
$578K ﹤0.01%
46,790
+1,755
1563
$576K ﹤0.01%
20,692
+1,193
1564
$574K ﹤0.01%
9,068
-2,365
1565
$573K ﹤0.01%
71,342
+3,643
1566
$573K ﹤0.01%
6,233
+309
1567
$571K ﹤0.01%
26,921
+733
1568
$569K ﹤0.01%
7,026
+1,060
1569
$569K ﹤0.01%
9,388
-556
1570
$567K ﹤0.01%
2,721
+171
1571
$566K ﹤0.01%
4,056
-106
1572
$566K ﹤0.01%
30,394
+14,721
1573
$566K ﹤0.01%
+3,609
1574
$566K ﹤0.01%
15,686
-750
1575
$565K ﹤0.01%
8,698
+848
61 62
63
64 65