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
$52.2B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,012
New
Increased
Reduced
Closed

Top Buys

1
+$454M
2
+$225M
3
+$221M
4
AAPL icon
Apple
AAPL
+$219M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$201M

Top Sells

1
+$327M
2
+$189M
3
+$70.1M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$55.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$33.9M

Sector Composition

1 Technology 12.59%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Healthcare 4.26%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$967K ﹤0.01%
39,358
-1,680
1552
$965K ﹤0.01%
20,068
-655
1553
$965K ﹤0.01%
12,908
+453
1554
$965K ﹤0.01%
16,459
+3,349
1555
$963K ﹤0.01%
9,109
+4,706
1556
$962K ﹤0.01%
+18,719
1557
$962K ﹤0.01%
25,250
-43
1558
$961K ﹤0.01%
18,755
+5,792
1559
$961K ﹤0.01%
+52,871
1560
$961K ﹤0.01%
49,192
+398
1561
$959K ﹤0.01%
5,136
+144
1562
$958K ﹤0.01%
4,579
+414
1563
$957K ﹤0.01%
34,709
+1,436
1564
$956K ﹤0.01%
63,084
+1,754
1565
$956K ﹤0.01%
12,126
+4,171
1566
$952K ﹤0.01%
6,068
+858
1567
$947K ﹤0.01%
48,533
+21,470
1568
$944K ﹤0.01%
6,315
-4,401
1569
$943K ﹤0.01%
31,375
-164,749
1570
$941K ﹤0.01%
9,451
-19,366
1571
$941K ﹤0.01%
29,667
-262
1572
$941K ﹤0.01%
+16,474
1573
$940K ﹤0.01%
88,690
-6,592
1574
$940K ﹤0.01%
6,164
-817
1575
$938K ﹤0.01%
115,293
+67
61 62
63
64 65