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
1626
$465K ﹤0.01%
6,771
+897
1627
$464K ﹤0.01%
19,499
+2,961
1628
$461K ﹤0.01%
12,544
+1
1629
$461K ﹤0.01%
13,058
-262
1630
$460K ﹤0.01%
67,699
+7,513
1631
$459K ﹤0.01%
12,032
-800
1632
$458K ﹤0.01%
9,128
+1,471
1633
$458K ﹤0.01%
10,910
-148
1634
$458K ﹤0.01%
9,033
+1,561
1635
$457K ﹤0.01%
43,735
+304
1636
$456K ﹤0.01%
12,188
-1,921
1637
$456K ﹤0.01%
14,574
+2,081
1638
$454K ﹤0.01%
40,426
+22
1639
$452K ﹤0.01%
5,668
-763
1640
$451K ﹤0.01%
11,375
-395
1641
$450K ﹤0.01%
1,800
-172
1642
$450K ﹤0.01%
28,304
+652
1643
$449K ﹤0.01%
11,546
+2,042
1644
$448K ﹤0.01%
+9,895
1645
$448K ﹤0.01%
14,564
+194
1646
$448K ﹤0.01%
2,471
+289
1647
$448K ﹤0.01%
375
1648
$448K ﹤0.01%
10,852
-3,196
1649
$447K ﹤0.01%
3,315
+75
1650
$446K ﹤0.01%
11,567
64 65
66
67 68