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
$942M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.2M
3
+$8.86M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.28M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.79M

Top Sells

1
+$4.41M
2
+$4.29M
3
+$3.02M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$2.89M
5
DIS icon
Walt Disney
DIS
+$2.47M

Sector Composition

1 Healthcare 2.89%
2 Financials 2.48%
3 Technology 2.45%
4 Consumer Staples 1.4%
5 Consumer Discretionary 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-27,611
152
– –
-6,350
153
– –
-14,298
154
– –
-13,673
155
– –
-12,016
156
– –
-45,638
157
– –
-22,412
158
– –
-4,358
159
– –
-20,314
160
– –
-27,457
161
– –
-75,273
162
– –
-7,499
163
– –
-5,122
164
– –
-23,241
165
– –
-13,091
166
– –
-12,382
167
– –
-17,035
168
– –
-42,922
169
– –
-16,270
170
– –
-19,258
171
– –
-36,564
172
– –
-7,402
173
– –
-7,105
174
– –
-4,374
175
– –
-26,290
4 5 6
7
8