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
1776
$369K ﹤0.01%
5,553
-113
1777
$368K ﹤0.01%
2,018
+52
1778
$368K ﹤0.01%
3,261
-43
1779
$368K ﹤0.01%
10,369
+163
1780
$367K ﹤0.01%
2,061
+56
1781
$367K ﹤0.01%
9,149
+301
1782
$367K ﹤0.01%
2,498
-289
1783
$366K ﹤0.01%
12,781
+483
1784
$366K ﹤0.01%
8,533
+340
1785
$366K ﹤0.01%
2,511
-692
1786
$365K ﹤0.01%
10,492
-570
1787
$365K ﹤0.01%
11,349
-158
1788
$365K ﹤0.01%
14,548
+807
1789
$365K ﹤0.01%
+15,420
1790
$364K ﹤0.01%
7,239
-1,569
1791
$364K ﹤0.01%
9,465
-280
1792
$364K ﹤0.01%
+14,589
1793
$363K ﹤0.01%
5,077
+341
1794
$363K ﹤0.01%
9,588
-240
1795
$363K ﹤0.01%
9,739
+2,120
1796
$362K ﹤0.01%
40,715
+1,502
1797
$361K ﹤0.01%
22,057
-23
1798
$361K ﹤0.01%
3,291
-558
1799
$360K ﹤0.01%
35,109
+486
1800
$358K ﹤0.01%
9,833
70 71
72
73 74