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
1701
$416K ﹤0.01%
5,008
+522
1702
$416K ﹤0.01%
+10,217
1703
$416K ﹤0.01%
43,027
+2,861
1704
$415K ﹤0.01%
9,167
+1,188
1705
$413K ﹤0.01%
7,026
+143
1706
$411K ﹤0.01%
4,046
+62
1707
$411K ﹤0.01%
19,613
-3,211
1708
$410K ﹤0.01%
5,277
-215
1709
$409K ﹤0.01%
2,458
+398
1710
$409K ﹤0.01%
9,804
-1,201
1711
$408K ﹤0.01%
15,862
-3,502
1712
$406K ﹤0.01%
6,842
+570
1713
$403K ﹤0.01%
+13,500
1714
$403K ﹤0.01%
5,952
-51
1715
$402K ﹤0.01%
11,223
-379
1716
$402K ﹤0.01%
9,461
-25
1717
$400K ﹤0.01%
18,456
-412
1718
$399K ﹤0.01%
7,688
+1,019
1719
$399K ﹤0.01%
9,396
+111
1720
$397K ﹤0.01%
+7,591
1721
$397K ﹤0.01%
18,342
+200
1722
$397K ﹤0.01%
18,700
+202
1723
$396K ﹤0.01%
3,525
+54
1724
$396K ﹤0.01%
20,523
+1,560
1725
$395K ﹤0.01%
4,092
-196
67 68
69
70 71