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
1751
$687K ﹤0.01%
+13,519
1752
$687K ﹤0.01%
35,619
+3,604
1753
$686K ﹤0.01%
23,296
+4,513
1754
$684K ﹤0.01%
11,067
+1,732
1755
$684K ﹤0.01%
13,122
+4,140
1756
$684K ﹤0.01%
17,680
+8,256
1757
$682K ﹤0.01%
9,105
+1,588
1758
$680K ﹤0.01%
10,172
+2,090
1759
$679K ﹤0.01%
+26,626
1760
$679K ﹤0.01%
45,975
+31,656
1761
$678K ﹤0.01%
13,112
-82
1762
$678K ﹤0.01%
24,400
1763
$677K ﹤0.01%
+13,830
1764
$677K ﹤0.01%
35,600
1765
$677K ﹤0.01%
30,209
+7,877
1766
$676K ﹤0.01%
15,271
+450
1767
$676K ﹤0.01%
16,346
+11
1768
$676K ﹤0.01%
21,317
+2,673
1769
$674K ﹤0.01%
+31,323
1770
$672K ﹤0.01%
33,622
+18,103
1771
$670K ﹤0.01%
2,186
-139
1772
$670K ﹤0.01%
6,127
+971
1773
$669K ﹤0.01%
9,033
+2,879
1774
$669K ﹤0.01%
27,823
+1,889
1775
$668K ﹤0.01%
11,203
+87
69 70
71
72 73