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
$52.2B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,012
New
Increased
Reduced
Closed

Top Buys

1
+$454M
2
+$225M
3
+$221M
4
AAPL icon
Apple
AAPL
+$219M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$201M

Top Sells

1
+$327M
2
+$189M
3
+$70.1M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$55.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$33.9M

Sector Composition

1 Technology 12.59%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Healthcare 4.26%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$747K ﹤0.01%
37,672
+3,143
1702
$745K ﹤0.01%
+15,547
1703
$744K ﹤0.01%
21,746
+2,438
1704
$743K ﹤0.01%
10,877
+648
1705
$743K ﹤0.01%
29,609
+1,016
1706
$743K ﹤0.01%
5,957
-291
1707
$740K ﹤0.01%
28,655
+17,371
1708
$740K ﹤0.01%
3,115
+1,332
1709
$738K ﹤0.01%
10,461
+634
1710
$736K ﹤0.01%
38,786
+26,748
1711
$736K ﹤0.01%
32,732
+22,332
1712
$735K ﹤0.01%
8,657
+120
1713
$735K ﹤0.01%
5,554
+730
1714
$732K ﹤0.01%
1,382
+207
1715
$731K ﹤0.01%
14,720
-831
1716
$731K ﹤0.01%
10,622
-2,024
1717
$729K ﹤0.01%
+14,540
1718
$727K ﹤0.01%
6,138
+993
1719
$727K ﹤0.01%
31,471
+5,415
1720
$726K ﹤0.01%
28,699
+3,863
1721
$724K ﹤0.01%
26,789
-39,133
1722
$724K ﹤0.01%
22,637
+3,464
1723
$721K ﹤0.01%
6,574
+2,608
1724
$719K ﹤0.01%
+32,360
1725
$719K ﹤0.01%
+26,959
67 68
69
70 71