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
$52.2B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,012
New
Increased
Reduced
Closed

Top Buys

1
+$454M
2
+$225M
3
+$221M
4
AAPL icon
Apple
AAPL
+$219M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$201M

Top Sells

1
+$327M
2
+$189M
3
+$70.1M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$55.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$33.9M

Sector Composition

1 Technology 12.59%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Healthcare 4.26%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$716K ﹤0.01%
28,149
+5,966
1727
$715K ﹤0.01%
6,453
+1,141
1728
$715K ﹤0.01%
38,914
+16
1729
$715K ﹤0.01%
11,755
+5,384
1730
$714K ﹤0.01%
14,748
+4,073
1731
$714K ﹤0.01%
23,449
+8,087
1732
$712K ﹤0.01%
40,881
+11,927
1733
$705K ﹤0.01%
46,627
+7,522
1734
$703K ﹤0.01%
13,577
+643
1735
$703K ﹤0.01%
16,089
+2,539
1736
$701K ﹤0.01%
18,516
-1,391
1737
$701K ﹤0.01%
24,157
+1,300
1738
$700K ﹤0.01%
49,750
-29,492
1739
$700K ﹤0.01%
6,054
-118
1740
$699K ﹤0.01%
3,896
-979
1741
$697K ﹤0.01%
12,222
1742
$697K ﹤0.01%
7,456
+96
1743
$697K ﹤0.01%
+28,284
1744
$696K ﹤0.01%
11,318
-159
1745
$694K ﹤0.01%
68,535
-773
1746
$694K ﹤0.01%
2,658
+384
1747
$694K ﹤0.01%
32,269
+6,567
1748
$693K ﹤0.01%
24,376
+896
1749
$691K ﹤0.01%
8,364
+635
1750
$689K ﹤0.01%
10,341
+1,301
68 69
70
71 72