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
1626
$521K ﹤0.01%
5,963
+598
1627
$520K ﹤0.01%
39,068
-1,410
1628
$518K ﹤0.01%
17,537
+1,050
1629
$517K ﹤0.01%
35,710
+4,856
1630
$516K ﹤0.01%
2,085
1631
$514K ﹤0.01%
44,180
-210
1632
$513K ﹤0.01%
2,080
+280
1633
$513K ﹤0.01%
6,093
+1,065
1634
$512K ﹤0.01%
13,153
-1,251
1635
$512K ﹤0.01%
1,618
+58
1636
$510K ﹤0.01%
5,661
+328
1637
$510K ﹤0.01%
11,964
1638
$509K ﹤0.01%
9,781
1639
$509K ﹤0.01%
+12,919
1640
$508K ﹤0.01%
122,481
+17,254
1641
$508K ﹤0.01%
2,900
+1,789
1642
$506K ﹤0.01%
4,784
+261
1643
$506K ﹤0.01%
11,694
+784
1644
$505K ﹤0.01%
28,997
+1,648
1645
$504K ﹤0.01%
7,326
-35
1646
$504K ﹤0.01%
16,244
+7,318
1647
$503K ﹤0.01%
41,570
+30,617
1648
$503K ﹤0.01%
13,558
+500
1649
$501K ﹤0.01%
2,816
+1,084
1650
$497K ﹤0.01%
3,500
+1,858
64 65
66
67 68