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
1651
$445K ﹤0.01%
8,629
+2,156
1652
$445K ﹤0.01%
1,654
-27
1653
$443K ﹤0.01%
12,498
+5,332
1654
$443K ﹤0.01%
2,882
+450
1655
$443K ﹤0.01%
12,293
-24
1656
$441K ﹤0.01%
20,430
+593
1657
$440K ﹤0.01%
2,947
+548
1658
$440K ﹤0.01%
3,149
+697
1659
$439K ﹤0.01%
17,320
+42
1660
$438K ﹤0.01%
2,169
+596
1661
$437K ﹤0.01%
5,857
-596
1662
$436K ﹤0.01%
6,680
-1,849
1663
$436K ﹤0.01%
5,686
-833
1664
$436K ﹤0.01%
14,222
+478
1665
$436K ﹤0.01%
21,813
+6,655
1666
$436K ﹤0.01%
3,156
-2,069
1667
$435K ﹤0.01%
17,136
+195
1668
$435K ﹤0.01%
3,856
-513
1669
$435K ﹤0.01%
13,673
-730
1670
$435K ﹤0.01%
7,123
+108
1671
$435K ﹤0.01%
9,776
-2,466
1672
$434K ﹤0.01%
7,108
+2,590
1673
$434K ﹤0.01%
222,495
1674
$434K ﹤0.01%
4,041
-130
1675
$432K ﹤0.01%
28,138
-8,693
65 66
67
68 69