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
1576
$565K ﹤0.01%
45,312
+418
1577
$564K ﹤0.01%
+9,104
1578
$563K ﹤0.01%
16,504
1579
$562K ﹤0.01%
18,125
1580
$561K ﹤0.01%
22,270
+5,793
1581
$561K ﹤0.01%
16,409
-15,080
1582
$561K ﹤0.01%
11,503
+2,470
1583
$560K ﹤0.01%
18,783
1584
$560K ﹤0.01%
+35,816
1585
$557K ﹤0.01%
+19,255
1586
$557K ﹤0.01%
40,687
+3,441
1587
$556K ﹤0.01%
15,808
-1,733
1588
$553K ﹤0.01%
1,343
+694
1589
$552K ﹤0.01%
13,153
+3,692
1590
$552K ﹤0.01%
5,617
-9
1591
$551K ﹤0.01%
34,842
+10,776
1592
$549K ﹤0.01%
2,974
+74
1593
$547K ﹤0.01%
9,447
+193
1594
$547K ﹤0.01%
+10,852
1595
$546K ﹤0.01%
11,863
1596
$545K ﹤0.01%
2,046
-1,178
1597
$544K ﹤0.01%
23,772
+928
1598
$541K ﹤0.01%
27,544
-1,695
1599
$541K ﹤0.01%
3,187
+43
1600
$541K ﹤0.01%
2,240
+586
62 63
64
65 66