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
1576
$510K ﹤0.01%
12,001
-5
1577
$510K ﹤0.01%
13,047
+198
1578
$509K ﹤0.01%
60,000
1579
$508K ﹤0.01%
12,193
+3,366
1580
$507K ﹤0.01%
+21,141
1581
$506K ﹤0.01%
10,297
+180
1582
$504K ﹤0.01%
44,390
+2,760
1583
$503K ﹤0.01%
3,953
+496
1584
$501K ﹤0.01%
11,586
-2,025
1585
$500K ﹤0.01%
19,054
-174
1586
$500K ﹤0.01%
100,737
+55
1587
$498K ﹤0.01%
10,945
+3,845
1588
$498K ﹤0.01%
5,697
+146
1589
$498K ﹤0.01%
4,337
-195
1590
$497K ﹤0.01%
14,404
-1,337
1591
$496K ﹤0.01%
26,341
-4,085
1592
$495K ﹤0.01%
4,085
+1
1593
$493K ﹤0.01%
6,225
-1,356
1594
$493K ﹤0.01%
+30,260
1595
$493K ﹤0.01%
18,125
+250
1596
$493K ﹤0.01%
7,376
+350
1597
$492K ﹤0.01%
5,966
+704
1598
$491K ﹤0.01%
2,550
+152
1599
$490K ﹤0.01%
5,196
-2,370
1600
$489K ﹤0.01%
9,637
+248
62 63
64
65 66