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
1601
$540K ﹤0.01%
11,343
+418
1602
$539K ﹤0.01%
5,073
+24
1603
$538K ﹤0.01%
15,089
-54
1604
$536K ﹤0.01%
22,316
-1,107
1605
$535K ﹤0.01%
8,432
+3,481
1606
$534K ﹤0.01%
15,848
+9,875
1607
$534K ﹤0.01%
19,763
+709
1608
$532K ﹤0.01%
43,360
+1,089
1609
$532K ﹤0.01%
7,156
+931
1610
$532K ﹤0.01%
55,714
+3,419
1611
$531K ﹤0.01%
13,037
+401
1612
$530K ﹤0.01%
6,339
+180
1613
$529K ﹤0.01%
3,649
+94
1614
$529K ﹤0.01%
4,863
+2
1615
$528K ﹤0.01%
13,388
+341
1616
$526K ﹤0.01%
12,193
1617
$526K ﹤0.01%
1,721
+65
1618
$525K ﹤0.01%
2,438
-6,444
1619
$525K ﹤0.01%
3,757
-702
1620
$524K ﹤0.01%
15,700
+1,478
1621
$524K ﹤0.01%
4,104
+640
1622
$523K ﹤0.01%
4,584
+499
1623
$521K ﹤0.01%
105,769
-25,008
1624
$521K ﹤0.01%
10,945
1625
$521K ﹤0.01%
9,836
+137
63 64
65
66 67