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
$2.48B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$13.6M
3
+$12.1M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$9.86M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.37M

Top Sells

1
+$3.9M
2
+$3.6M
3
+$3.17M
4
MMM icon
3M
MMM
+$2.81M
5
DTE icon
DTE Energy
DTE
+$2.65M

Sector Composition

1 Technology 1.85%
2 Financials 1.22%
3 Consumer Discretionary 1%
4 Healthcare 0.99%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.09M 0.04%
+3,539
152
$1.09M 0.04%
+5,630
153
$1.07M 0.04%
12,280
-11,637
154
$1.07M 0.04%
7,013
-9,039
155
$1.05M 0.04%
37,196
-5,212
156
$1.04M 0.04%
+7,150
157
$1.04M 0.04%
3,728
-2,327
158
$1.02M 0.04%
+9,013
159
$1.02M 0.04%
4,098
+1,034
160
$1.01M 0.04%
+15,359
161
$1.01M 0.04%
+5,435
162
$995K 0.04%
+6,105
163
$969K 0.04%
+3,640
164
$960K 0.04%
+50,905
165
$937K 0.04%
+7,652
166
$924K 0.04%
8,676
-20,564
167
$923K 0.04%
+9,594
168
$884K 0.04%
+43,686
169
$879K 0.04%
11,710
+227
170
$876K 0.04%
+807
171
$873K 0.04%
+6,849
172
$868K 0.04%
+675
173
$809K 0.03%
5,373
+20
174
$801K 0.03%
+3,688
175
$702K 0.03%
4,675
-33
5 6
7
8 9