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
1776
$666K ﹤0.01%
+20,609
1777
$663K ﹤0.01%
19,864
+2,449
1778
$660K ﹤0.01%
16,769
+6,372
1779
$659K ﹤0.01%
4,963
+199
1780
$658K ﹤0.01%
24,385
-1,903
1781
$658K ﹤0.01%
14,826
+1,481
1782
$656K ﹤0.01%
21,535
-13,435
1783
$656K ﹤0.01%
34,751
-1,104
1784
$654K ﹤0.01%
13,683
+2,542
1785
$652K ﹤0.01%
+4,388
1786
$650K ﹤0.01%
25,265
+3,844
1787
$649K ﹤0.01%
8,315
+1,030
1788
$648K ﹤0.01%
31,100
-4,500
1789
$647K ﹤0.01%
14,080
-2,747
1790
$647K ﹤0.01%
32,204
+15,097
1791
$644K ﹤0.01%
64,683
+26,688
1792
$644K ﹤0.01%
7,670
+262
1793
$643K ﹤0.01%
9,369
+91
1794
$643K ﹤0.01%
75,677
+37,282
1795
$642K ﹤0.01%
+13,543
1796
$642K ﹤0.01%
+14,891
1797
$639K ﹤0.01%
11,790
-1,818
1798
$638K ﹤0.01%
6,326
+288
1799
$636K ﹤0.01%
60,294
+2,670
1800
$636K ﹤0.01%
14,442
-12,622
70 71
72
73 74