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
$4.42B
AUM Growth
+$608M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$59M
2
+$23.7M
3
+$15.6M
4
MSFT icon
Microsoft
MSFT
+$11.3M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$11M

Top Sells

1
+$5.68M
2
+$5.28M
3
+$4.65M
4
CRM icon
Salesforce
CRM
+$4.01M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.9M

Sector Composition

1 Technology 2.3%
2 Healthcare 1.28%
3 Financials 0.96%
4 Consumer Discretionary 0.9%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.08M 0.02%
12,275
-32,044
152
$1.08M 0.02%
+7,290
153
$1.08M 0.02%
37,553
-133,366
154
$1.06M 0.02%
33,665
-17,330
155
$1.05M 0.02%
19,015
-10,981
156
$1.05M 0.02%
+3,819
157
$1.05M 0.02%
25,735
-36,684
158
$1.05M 0.02%
20,110
-11,687
159
$1.05M 0.02%
16,239
-28,275
160
$1.03M 0.02%
14,654
-16,638
161
$1.03M 0.02%
2,753
-959
162
$1.03M 0.02%
+28,758
163
$1.03M 0.02%
+3,444
164
$1.03M 0.02%
+66,294
165
$1.02M 0.02%
+12,077
166
$1.01M 0.02%
+2,008
167
$1.01M 0.02%
32,355
-16,080
168
$1.01M 0.02%
+23,067
169
$999K 0.02%
+8,539
170
$996K 0.02%
+6,729
171
$995K 0.02%
+13,918
172
$990K 0.02%
+6,198
173
$985K 0.02%
+1,769
174
$979K 0.02%
62,640
-1,722
175
$930K 0.02%
+7,371
5 6
7
8 9