Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $60.4B
AUM
$52.3B
AUM Growth
+$75.9M
Cap. Flow
+$1.28B
Cap. Flow %
2.44%
Top 10 Hldgs %
23.14%
Holding
3,156
New
280
Increased
1,557
Reduced
1,033
Closed
222

Top Buys

1
$526M
2
$314M
3
$114M
4
$113M
5
$92.5M

Top Sells

1
$333M
2
$175M
3
$149M
4
$123M
5
$97.5M

Sector Composition

1Technology11.34%
2Financials6.64%
3Healthcare4.39%
4Industrials4.34%
5Consumer Discretionary3.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$69.4M0.13%630,096
+51,794
+9%
+$5.7M
$69M0.13%285,044
-2,280
-0.8%
-$552K
$68.9M0.13%228,104
-49,868
-18%
-$15.1M
$68.8M0.13%2,007,955
+83,798
+4%
+$2.87M
$68.3M0.13%2,787,052
+61,257
+2%
+$1.5M
$68M0.13%1,350,282
+41,683
+3%
+$2.1M
$67.6M0.13%221,507
+98,034
+79%
+$29.9M
$66.5M0.13%1,329,262
+213,971
+19%
+$10.7M
$66M0.13%2,606,123
+929,680
+55%
+$23.6M
$65.8M0.13%517,961
-103,324
-17%
-$13.1M
$65.2M0.12%2,782,555
-72,260
-3%
-$1.69M
$64.8M0.12%219,810
-148,048
-40%
-$43.7M
$64.4M0.12%499,133
+58,453
+13%
+$7.54M
$63.9M0.12%2,317,743
-25,490
-1%
-$703K
$63.4M0.12%453,706
-969
-0.2%
-$135K
$63.3M0.12%127,150
-122
-0.1%
-$60.7K
$63.2M0.12%306,296
-9,091
-3%
-$1.88M
$63.2M0.12%191,640
+28,570
+18%
+$9.42M
$62.8M0.12%1,855,302
-83,459
-4%
-$2.83M
$62.6M0.12%1,209,337
+150,128
+14%
+$7.77M
$62.3M0.12%1,303,252
+151,935
+13%
+$7.26M
$62.1M0.12%125,299
-138,734
-53%
-$68.7M
$60.9M0.12%326,772
-4,573
-1%
-$852K
$60.3M0.12%1,150,724
-646,110
-36%
-$33.8M
$60.2M0.12%276,533
+1,205
+0.4%
+$262K
1 56789126