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
1751
$381K ﹤0.01%
13,591
-872
1752
$381K ﹤0.01%
27,742
-1,323
1753
$380K ﹤0.01%
5,386
+104
1754
$379K ﹤0.01%
3,643
+51
1755
$378K ﹤0.01%
15,399
-518
1756
$378K ﹤0.01%
5,743
+488
1757
$378K ﹤0.01%
27,041
-258
1758
$377K ﹤0.01%
+10,460
1759
$376K ﹤0.01%
6,961
1760
$376K ﹤0.01%
51,732
-8,150
1761
$375K ﹤0.01%
+9,039
1762
$375K ﹤0.01%
59,396
+713
1763
$374K ﹤0.01%
105,785
+25,216
1764
$374K ﹤0.01%
+5,056
1765
$373K ﹤0.01%
12,972
+37
1766
$373K ﹤0.01%
11,971
-1,643
1767
$373K ﹤0.01%
7,873
+25
1768
$372K ﹤0.01%
5,705
+2,531
1769
$371K ﹤0.01%
7,180
+1,000
1770
$371K ﹤0.01%
14,945
-17,472
1771
$370K ﹤0.01%
8,814
+3,501
1772
$369K ﹤0.01%
6,998
-1,632
1773
$369K ﹤0.01%
3,205
+10
1774
$369K ﹤0.01%
3,095
-1,531
1775
$369K ﹤0.01%
7,325
-319
69 70
71
72 73