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
1701
$454K ﹤0.01%
2,694
-134
1702
$454K ﹤0.01%
26,091
+8,705
1703
$452K ﹤0.01%
12,569
+25
1704
$451K ﹤0.01%
12,960
+2,500
1705
$451K ﹤0.01%
32,409
+5,368
1706
$450K ﹤0.01%
12,893
+395
1707
$449K ﹤0.01%
52,814
-10,994
1708
$449K ﹤0.01%
38,936
+310
1709
$448K ﹤0.01%
30,265
+5
1710
$448K ﹤0.01%
10,961
+1,157
1711
$447K ﹤0.01%
14,613
+6,452
1712
$447K ﹤0.01%
3,617
-239
1713
$446K ﹤0.01%
2,218
+69
1714
$446K ﹤0.01%
18,008
+3,419
1715
$446K ﹤0.01%
3,300
+18
1716
$446K ﹤0.01%
4,784
+225
1717
$445K ﹤0.01%
3,213
+57
1718
$445K ﹤0.01%
223,545
+1,050
1719
$444K ﹤0.01%
12,040
-2,524
1720
$444K ﹤0.01%
2,783
+439
1721
$442K ﹤0.01%
28,807
-22,352
1722
$440K ﹤0.01%
10,436
+1,308
1723
$439K ﹤0.01%
8,213
+2,925
1724
$437K ﹤0.01%
15,937
-2,356
1725
$437K ﹤0.01%
7,336
-40
67 68
69
70 71