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
1651
$492K ﹤0.01%
9,192
-1,802
1652
$491K ﹤0.01%
20,341
+1,435
1653
$491K ﹤0.01%
+23,186
1654
$491K ﹤0.01%
10,470
+2,782
1655
$491K ﹤0.01%
7,158
-1,003
1656
$489K ﹤0.01%
59,250
-6,997
1657
$489K ﹤0.01%
21,723
+1,500
1658
$487K ﹤0.01%
9,112
+3,061
1659
$487K ﹤0.01%
28,670
+366
1660
$485K ﹤0.01%
4,129
+167
1661
$485K ﹤0.01%
21,362
+2,662
1662
$485K ﹤0.01%
13,574
+4,229
1663
$484K ﹤0.01%
5,512
+339
1664
$484K ﹤0.01%
90,658
-2,394
1665
$483K ﹤0.01%
11,538
-1,709
1666
$482K ﹤0.01%
10,658
+4,624
1667
$481K ﹤0.01%
27,582
-186
1668
$480K ﹤0.01%
31,499
-95
1669
$480K ﹤0.01%
24,387
-1,905
1670
$479K ﹤0.01%
11,524
-3,166
1671
$479K ﹤0.01%
2,880
-3,493
1672
$478K ﹤0.01%
21,372
+2,916
1673
$478K ﹤0.01%
3,595
+1,030
1674
$478K ﹤0.01%
19,757
-1,153
1675
$477K ﹤0.01%
12,882
+58
65 66
67
68 69