Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $45.5B
1-Year Est. Return 21.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.4M
3
+$10.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$7.6M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.96M

Top Sells

1
+$4.18M
2
+$3.69M
3
+$3.65M
4
NOC icon
Northrop Grumman
NOC
+$3.59M
5
CSCO icon
Cisco
CSCO
+$3.59M

Sector Composition

1 Healthcare 2.85%
2 Financials 2.67%
3 Technology 2.54%
4 Communication Services 1.55%
5 Consumer Staples 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
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