Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.1B
AUM Growth
+$3.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$184M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$124M
5
AAPL icon
Apple
AAPL
+$98.9M

Top Sells

1
+$45.9M
2
+$34.9M
3
+$32.2M
4
JNPR
Juniper Networks
JNPR
+$27.3M
5
PLD icon
Prologis
PLD
+$25.5M

Sector Composition

1 Technology 12.2%
2 Financials 5.64%
3 Healthcare 4.49%
4 Industrials 3.94%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$437K ﹤0.01%
+3,123
1727
$437K ﹤0.01%
42,174
-1,561
1728
$436K ﹤0.01%
11,058
-125
1729
$436K ﹤0.01%
+8,620
1730
$436K ﹤0.01%
17,373
+4,974
1731
$435K ﹤0.01%
12,133
+5,813
1732
$433K ﹤0.01%
7,447
+449
1733
$430K ﹤0.01%
1,455
-104
1734
$428K ﹤0.01%
11,567
1735
$428K ﹤0.01%
+17,720
1736
$428K ﹤0.01%
+16,550
1737
$427K ﹤0.01%
21,306
+7,738
1738
$426K ﹤0.01%
19,132
+432
1739
$426K ﹤0.01%
2,303
+285
1740
$425K ﹤0.01%
4,081
+83
1741
$424K ﹤0.01%
7,340
+217
1742
$424K ﹤0.01%
3,972
+550
1743
$424K ﹤0.01%
+9,502
1744
$423K ﹤0.01%
13,134
+3,395
1745
$422K ﹤0.01%
+8,089
1746
$421K ﹤0.01%
9,861
1747
$419K ﹤0.01%
3,130
-823
1748
$418K ﹤0.01%
7,688
+1,620
1749
$418K ﹤0.01%
8,409
+1,343
1750
$418K ﹤0.01%
60,000
68 69
70
71 72