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
1676
$474K ﹤0.01%
2,351
+625
1677
$472K ﹤0.01%
90,680
+29,816
1678
$470K ﹤0.01%
12,293
-384
1679
$470K ﹤0.01%
4,051
-286
1680
$469K ﹤0.01%
4,701
+2,684
1681
$469K ﹤0.01%
+12,551
1682
$469K ﹤0.01%
17,290
+26
1683
$468K ﹤0.01%
17,902
+582
1684
$468K ﹤0.01%
6,556
-2,275
1685
$468K ﹤0.01%
5,408
-475
1686
$467K ﹤0.01%
6,313
+627
1687
$466K ﹤0.01%
13,641
+1,500
1688
$466K ﹤0.01%
27,959
-671
1689
$465K ﹤0.01%
12,301
+755
1690
$465K ﹤0.01%
34,422
+6,284
1691
$465K ﹤0.01%
13,077
+19
1692
$462K ﹤0.01%
7,833
+1,062
1693
$461K ﹤0.01%
4,352
-8,500
1694
$461K ﹤0.01%
8,530
-9,858
1695
$461K ﹤0.01%
24,588
+9,904
1696
$459K ﹤0.01%
9,586
-9,593
1697
$458K ﹤0.01%
5,711
+14
1698
$457K ﹤0.01%
36,034
+5,555
1699
$455K ﹤0.01%
13,528
-6,965
1700
$455K ﹤0.01%
11,586
-440
66 67
68
69 70