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
1826
$376K ﹤0.01%
5,497
+609
1827
$376K ﹤0.01%
+33,168
1828
$373K ﹤0.01%
7,861
-194
1829
$372K ﹤0.01%
5,097
+12
1830
$370K ﹤0.01%
5,106
-387
1831
$370K ﹤0.01%
15,342
+4,474
1832
$370K ﹤0.01%
3,962
-68
1833
$370K ﹤0.01%
39,785
1834
$369K ﹤0.01%
43,650
+24,033
1835
$368K ﹤0.01%
19,595
-18
1836
$368K ﹤0.01%
8,847
1837
$366K ﹤0.01%
9,704
+116
1838
$365K ﹤0.01%
7,374
-3,861
1839
$365K ﹤0.01%
6,961
1840
$364K ﹤0.01%
3,069
-26
1841
$364K ﹤0.01%
28,020
+886
1842
$363K ﹤0.01%
7,120
-1,599
1843
$363K ﹤0.01%
6,579
-939
1844
$363K ﹤0.01%
27,734
+3,901
1845
$363K ﹤0.01%
7,660
+900
1846
$362K ﹤0.01%
15,124
-275
1847
$362K ﹤0.01%
2,952
-493
1848
$362K ﹤0.01%
+3,683
1849
$361K ﹤0.01%
+14,775
1850
$361K ﹤0.01%
2,422
+827
72 73
74
75 76