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
1601
$487K ﹤0.01%
31,594
+1,866
1602
$485K ﹤0.01%
8,872
-4,247
1603
$485K ﹤0.01%
13,500
+2,795
1604
$484K ﹤0.01%
2,085
-170
1605
$484K ﹤0.01%
10,554
-566
1606
$483K ﹤0.01%
23,500
+7,000
1607
$482K ﹤0.01%
50,431
+25,743
1608
$482K ﹤0.01%
12,841
-7,559
1609
$482K ﹤0.01%
+13,611
1610
$481K ﹤0.01%
12,824
1611
$481K ﹤0.01%
1,559
+47
1612
$480K ﹤0.01%
3,555
-126
1613
$479K ﹤0.01%
8,719
+2,514
1614
$476K ﹤0.01%
13,058
-8,648
1615
$475K ﹤0.01%
6,401
+384
1616
$475K ﹤0.01%
2,099
-62
1617
$474K ﹤0.01%
4,915
-89
1618
$474K ﹤0.01%
8,831
+2,550
1619
$473K ﹤0.01%
4,030
+76
1620
$473K ﹤0.01%
11,183
+1
1621
$470K ﹤0.01%
27,768
-811
1622
$469K ﹤0.01%
30,854
+2,615
1623
$469K ﹤0.01%
34,903
-8,776
1624
$468K ﹤0.01%
28,630
+71
1625
$467K ﹤0.01%
5,759
+1,809
63 64
65
66 67