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
1851
$330K ﹤0.01%
20,665
-100
1852
$330K ﹤0.01%
5,021
+70
1853
$330K ﹤0.01%
9,793
+1
1854
$330K ﹤0.01%
+16,178
1855
$329K ﹤0.01%
14,291
-1,751
1856
$329K ﹤0.01%
2,457
+5
1857
$329K ﹤0.01%
7,395
+1,236
1858
$329K ﹤0.01%
15,059
-90,526
1859
$328K ﹤0.01%
1,732
-350
1860
$328K ﹤0.01%
23,465
-803
1861
$328K ﹤0.01%
27,702
+4,516
1862
$327K ﹤0.01%
78,215
1863
$326K ﹤0.01%
5,181
-11,842
1864
$325K ﹤0.01%
43,799
-8,720
1865
$325K ﹤0.01%
2,520
+353
1866
$325K ﹤0.01%
9,671
1867
$324K ﹤0.01%
51,548
+17,025
1868
$324K ﹤0.01%
6,760
+399
1869
$323K ﹤0.01%
685
-13
1870
$323K ﹤0.01%
4,951
-28
1871
$323K ﹤0.01%
1,637
+266
1872
$322K ﹤0.01%
3,629
+911
1873
$322K ﹤0.01%
13,321
+352
1874
$322K ﹤0.01%
2,609
+351
1875
$321K ﹤0.01%
12,399
-818
73 74
75
76 77