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
1776
$402K ﹤0.01%
8,061
+470
1777
$402K ﹤0.01%
39,647
+20,695
1778
$401K ﹤0.01%
5,749
+472
1779
$401K ﹤0.01%
12,394
1780
$401K ﹤0.01%
3,777
-264
1781
$401K ﹤0.01%
18,936
-1,120
1782
$400K ﹤0.01%
7,266
-1,606
1783
$400K ﹤0.01%
12,254
+2,133
1784
$399K ﹤0.01%
8,466
+1,440
1785
$399K ﹤0.01%
6,247
+2,484
1786
$398K ﹤0.01%
12,692
-981
1787
$398K ﹤0.01%
3,046
-1,905
1788
$398K ﹤0.01%
26,543
-39,540
1789
$396K ﹤0.01%
6,326
+2,453
1790
$396K ﹤0.01%
35,709
+8,994
1791
$396K ﹤0.01%
4,908
-100
1792
$395K ﹤0.01%
5,982
+125
1793
$395K ﹤0.01%
6,339
+503
1794
$394K ﹤0.01%
15,742
+2,421
1795
$393K ﹤0.01%
25,065
+1,014
1796
$393K ﹤0.01%
4,778
-775
1797
$393K ﹤0.01%
14,449
-213
1798
$393K ﹤0.01%
3,986
-106
1799
$392K ﹤0.01%
6,309
+1,316
1800
$392K ﹤0.01%
3,319
+4
70 71
72
73 74