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
1801
$358K ﹤0.01%
+8,847
1802
$358K ﹤0.01%
13,257
1803
$358K ﹤0.01%
7,530
1804
$357K ﹤0.01%
8,020
+1,263
1805
$356K ﹤0.01%
9,342
-67,224
1806
$356K ﹤0.01%
6,526
-266
1807
$356K ﹤0.01%
1,935
+92
1808
$355K ﹤0.01%
8,651
-97
1809
$355K ﹤0.01%
32,008
+253
1810
$354K ﹤0.01%
+3,043
1811
$354K ﹤0.01%
2,159
+254
1812
$353K ﹤0.01%
+3,763
1813
$353K ﹤0.01%
+8,125
1814
$353K ﹤0.01%
8,142
-8,229
1815
$352K ﹤0.01%
+4,869
1816
$351K ﹤0.01%
3,422
+906
1817
$351K ﹤0.01%
14,651
-2,608
1818
$350K ﹤0.01%
+6,543
1819
$349K ﹤0.01%
+8,936
1820
$348K ﹤0.01%
5,836
-95
1821
$348K ﹤0.01%
8,525
-1,108,721
1822
$346K ﹤0.01%
8,523
-9,569
1823
$346K ﹤0.01%
7,066
+76
1824
$345K ﹤0.01%
991
-151
1825
$345K ﹤0.01%
14,500
71 72
73
74 75