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
$671M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.7M
3
+$10.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$6.67M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.59M

Top Sells

1
+$2.41M
2
+$2.27M
3
+$2.1M
4
XEL icon
Xcel Energy
XEL
+$2.07M
5
ED icon
Consolidated Edison
ED
+$2.03M

Sector Composition

1 Financials 3.46%
2 Technology 3.11%
3 Healthcare 3.08%
4 Consumer Staples 1.81%
5 Industrials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
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