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
$3.82B
AUM Growth
+$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$28M
3
+$13.3M
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$11.7M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$9.14M

Top Sells

1
+$10.8M
2
+$5.41M
3
+$5.22M
4
DUK icon
Duke Energy
DUK
+$4.36M
5
MCD icon
McDonald's
MCD
+$3.66M

Sector Composition

1 Technology 2.32%
2 Healthcare 1.2%
3 Financials 1.18%
4 Consumer Discretionary 0.98%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.56M 0.04%
+3,950
152
$1.55M 0.04%
38,713
+6,089
153
$1.55M 0.04%
+9,282
154
$1.55M 0.04%
+4,396
155
$1.55M 0.04%
+34,240
156
$1.54M 0.04%
+41,938
157
$1.54M 0.04%
+24,476
158
$1.54M 0.04%
+50,995
159
$1.53M 0.04%
+6,136
160
$1.53M 0.04%
+14,456
161
$1.53M 0.04%
+3,926
162
$1.52M 0.04%
+9,900
163
$1.51M 0.04%
+18,041
164
$1.48M 0.04%
+48,435
165
$1.48M 0.04%
8,849
-495
166
$1.47M 0.04%
2,770
+265
167
$1.47M 0.04%
12,045
-22,327
168
$1.46M 0.04%
+17,325
169
$1.46M 0.04%
+3,712
170
$1.43M 0.04%
+1,511
171
$1.33M 0.03%
1,161
+76
172
$1.3M 0.03%
34,016
+8,379
173
$1.17M 0.03%
45,553
-1,927
174
$1.06M 0.03%
5,886
+18
175
$980K 0.03%
11,695
-2,335
5 6
7
8 9