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
1801
$392K ﹤0.01%
12,081
+858
1802
$390K ﹤0.01%
7,666
-207
1803
$387K ﹤0.01%
14,816
+268
1804
$387K ﹤0.01%
1,840
-259
1805
$387K ﹤0.01%
2,297
-161
1806
$386K ﹤0.01%
9,039
1807
$384K ﹤0.01%
14,968
+3,619
1808
$383K ﹤0.01%
9,753
+1,628
1809
$383K ﹤0.01%
6,325
-521
1810
$383K ﹤0.01%
+7,333
1811
$382K ﹤0.01%
2,318
+159
1812
$382K ﹤0.01%
5,441
-318
1813
$379K ﹤0.01%
19,291
+2,745
1814
$379K ﹤0.01%
9,048
+525
1815
$379K ﹤0.01%
10,872
+3,561
1816
$379K ﹤0.01%
6,942
+94
1817
$379K ﹤0.01%
3,551
+768
1818
$379K ﹤0.01%
+25,432
1819
$378K ﹤0.01%
10,998
-3,576
1820
$378K ﹤0.01%
5,808
+2,081
1821
$378K ﹤0.01%
8,840
+307
1822
$377K ﹤0.01%
8,344
-823
1823
$377K ﹤0.01%
5,083
-15,569
1824
$377K ﹤0.01%
12,929
+2,560
1825
$377K ﹤0.01%
45,421
+12,279
71 72
73
74 75