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
1576
$937K ﹤0.01%
58,942
-262
1577
$936K ﹤0.01%
29,191
+1,278
1578
$936K ﹤0.01%
15,767
+147
1579
$936K ﹤0.01%
24,757
-920
1580
$935K ﹤0.01%
6,469
+1,186
1581
$934K ﹤0.01%
5,911
-508
1582
$930K ﹤0.01%
15,147
+3,042
1583
$924K ﹤0.01%
13,874
+816
1584
$923K ﹤0.01%
17,453
+9,718
1585
$922K ﹤0.01%
15,195
+1,741
1586
$921K ﹤0.01%
6,927
+986
1587
$921K ﹤0.01%
12,142
+5,171
1588
$919K ﹤0.01%
3,385
+354
1589
$917K ﹤0.01%
20,133
+4,287
1590
$911K ﹤0.01%
52,000
+16,578
1591
$909K ﹤0.01%
22,216
+2,029
1592
$907K ﹤0.01%
53,501
+9,467
1593
$904K ﹤0.01%
21,261
+15,006
1594
$902K ﹤0.01%
16,397
+64
1595
$899K ﹤0.01%
24,905
+2,927
1596
$897K ﹤0.01%
51,470
+5,152
1597
$895K ﹤0.01%
40,638
+86
1598
$893K ﹤0.01%
7,242
+2,679
1599
$893K ﹤0.01%
28,594
+7,931
1600
$892K ﹤0.01%
9,347
-147
62 63
64
65 66