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
$38.7B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,478
New
Increased
Reduced
Closed

Top Buys

1
+$511M
2
+$404M
3
+$391M
4
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$243M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$203M

Top Sells

1
+$421M
2
+$411M
3
+$287M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$204M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$164M

Sector Composition

1 Technology 11.27%
2 Financials 5.7%
3 Healthcare 4.76%
4 Industrials 4.26%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$53.8M 0.14%
468,358
-3,971
152
$53.6M 0.14%
326,151
+3,043
153
$53.6M 0.14%
106,204
+56,826
154
$53.3M 0.14%
259,855
-7,163
155
$52.5M 0.14%
157,518
-9,912
156
$52.1M 0.13%
+966,347
157
$52.1M 0.13%
660,339
-6,257
158
$51.6M 0.13%
1,131,813
+22,690
159
$51.5M 0.13%
446,363
-8,998
160
$51.1M 0.13%
1,013,957
+113,744
161
$50.1M 0.13%
1,371,424
+38,871
162
$49.7M 0.13%
191,750
-16,701
163
$49.2M 0.13%
249,155
+25,177
164
$49.1M 0.13%
391,084
+24,222
165
$49.1M 0.13%
2,001,688
+74,106
166
$48.8M 0.13%
953,438
+16,022
167
$48.6M 0.13%
194,515
+7,076
168
$48.6M 0.13%
531,320
+25,772
169
$47.5M 0.12%
165,815
+13,485
170
$47.3M 0.12%
174,775
+14,755
171
$46.6M 0.12%
385,155
+13,034
172
$46.6M 0.12%
1,073,547
+319,942
173
$46.5M 0.12%
925,032
+64,323
174
$46M 0.12%
1,172,108
+118,251
175
$46M 0.12%
757,284
+107,394
5 6
7
8 9