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
1676
$431K ﹤0.01%
20,056
+251
1677
$431K ﹤0.01%
14,770
+5,037
1678
$431K ﹤0.01%
17,264
-10,829
1679
$429K ﹤0.01%
6,597
+137
1680
$428K ﹤0.01%
18,906
-375
1681
$428K ﹤0.01%
7,997
+355
1682
$427K ﹤0.01%
7,530
-1,527
1683
$427K ﹤0.01%
7,375
-1,100
1684
$426K ﹤0.01%
24,066
+1,724
1685
$426K ﹤0.01%
2,755
+403
1686
$425K ﹤0.01%
+18,700
1687
$425K ﹤0.01%
3,998
-262
1688
$424K ﹤0.01%
8,467
-2,429
1689
$424K ﹤0.01%
7,518
+136
1690
$423K ﹤0.01%
4,559
-61
1691
$422K ﹤0.01%
5,493
-158
1692
$422K ﹤0.01%
+20,056
1693
$421K ﹤0.01%
9,549
+219
1694
$420K ﹤0.01%
+16,477
1695
$420K ﹤0.01%
9,861
-3,993
1696
$420K ﹤0.01%
61,087
+168
1697
$418K ﹤0.01%
10,925
+1,915
1698
$418K ﹤0.01%
12,141
-643
1699
$417K ﹤0.01%
24,051
+11
1700
$416K ﹤0.01%
8,971
-584
66 67
68
69 70