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
1751
$416K ﹤0.01%
7,310
-65
1752
$416K ﹤0.01%
+18,316
1753
$413K ﹤0.01%
21,533
-280
1754
$413K ﹤0.01%
7,955
+775
1755
$413K ﹤0.01%
16,701
+5,730
1756
$412K ﹤0.01%
4,014
-32
1757
$412K ﹤0.01%
7,489
-41
1758
$412K ﹤0.01%
+1,422
1759
$412K ﹤0.01%
3,079
+1,670
1760
$412K ﹤0.01%
48,939
+1,509
1761
$410K ﹤0.01%
7,576
+1,033
1762
$410K ﹤0.01%
6,836
+1,131
1763
$409K ﹤0.01%
18,560
+218
1764
$408K ﹤0.01%
9,281
-115
1765
$408K ﹤0.01%
3,488
+968
1766
$408K ﹤0.01%
9,743
+1,746
1767
$407K ﹤0.01%
7,710
+476
1768
$407K ﹤0.01%
4,868
+424
1769
$406K ﹤0.01%
9,313
-324
1770
$406K ﹤0.01%
5,471
-197
1771
$405K ﹤0.01%
8,962
-814
1772
$405K ﹤0.01%
+7,651
1773
$404K ﹤0.01%
338
-37
1774
$404K ﹤0.01%
8,763
1775
$403K ﹤0.01%
7,322
-5,501
69 70
71
72 73