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
1826
$342K ﹤0.01%
7,170
+48
1827
$342K ﹤0.01%
2,718
+70
1828
$341K ﹤0.01%
2,609
-48
1829
$341K ﹤0.01%
8,057
-194
1830
$340K ﹤0.01%
7,310
1831
$340K ﹤0.01%
+13,114
1832
$340K ﹤0.01%
6,235
-1,160
1833
$339K ﹤0.01%
10,742
1834
$339K ﹤0.01%
6,051
-41,037
1835
$339K ﹤0.01%
27,134
-2,729
1836
$339K ﹤0.01%
9,169
+91
1837
$338K ﹤0.01%
7,213
-639
1838
$338K ﹤0.01%
69,846
-2,834
1839
$338K ﹤0.01%
7,096
-170
1840
$337K ﹤0.01%
4,317
+524
1841
$336K ﹤0.01%
60,864
+9,245
1842
$335K ﹤0.01%
+1,920
1843
$335K ﹤0.01%
2,783
+202
1844
$335K ﹤0.01%
8,888
+3,290
1845
$333K ﹤0.01%
7,882
+2,649
1846
$333K ﹤0.01%
+7,493
1847
$332K ﹤0.01%
+7,233
1848
$331K ﹤0.01%
1,307
+15
1849
$331K ﹤0.01%
16,546
+3,702
1850
$331K ﹤0.01%
7,821
-3,623
72 73
74
75 76