Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $66.1B
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.5M
3
+$12.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$11.8M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$8.58M

Top Sells

1
+$6.25M
2
+$5.32M
3
+$4.43M
4
GD icon
General Dynamics
GD
+$4.31M
5
PAYX icon
Paychex
PAYX
+$4.28M

Sector Composition

1 Technology 2.76%
2 Financials 2.05%
3 Healthcare 1.9%
4 Industrials 1.47%
5 Consumer Staples 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
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