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
1726
$395K ﹤0.01%
14,585
-2,819
1727
$393K ﹤0.01%
47,430
-9,700
1728
$393K ﹤0.01%
5,028
+141
1729
$391K ﹤0.01%
5,173
+401
1730
$391K ﹤0.01%
6,848
-145
1731
$390K ﹤0.01%
7,234
+1,321
1732
$390K ﹤0.01%
9,707
-887
1733
$390K ﹤0.01%
23,597
+2,794
1734
$390K ﹤0.01%
2,775
-44
1735
$390K ﹤0.01%
17,427
+1,125
1736
$390K ﹤0.01%
8,763
1737
$389K ﹤0.01%
8,595
-2,687
1738
$389K ﹤0.01%
1,492
+90
1739
$389K ﹤0.01%
+1,430
1740
$389K ﹤0.01%
3,881
-985
1741
$388K ﹤0.01%
2,344
+321
1742
$387K ﹤0.01%
2,033
+189
1743
$386K ﹤0.01%
5,816
-128
1744
$386K ﹤0.01%
23,554
+3,937
1745
$384K ﹤0.01%
5,085
+303
1746
$384K ﹤0.01%
12,394
1747
$384K ﹤0.01%
14,662
-2,241
1748
$383K ﹤0.01%
19,068
+7,557
1749
$383K ﹤0.01%
7,594
-8,781
1750
$382K ﹤0.01%
8,055
-497
68 69
70
71 72