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
1851
$361K ﹤0.01%
22,030
+1,600
1852
$361K ﹤0.01%
3,602
+77
1853
$360K ﹤0.01%
9,692
-1,683
1854
$360K ﹤0.01%
29,427
-10,999
1855
$359K ﹤0.01%
21,322
-2,232
1856
$359K ﹤0.01%
4,810
-11,116
1857
$358K ﹤0.01%
4,336
-1,847
1858
$358K ﹤0.01%
9,833
+40
1859
$357K ﹤0.01%
1,628
+510
1860
$357K ﹤0.01%
9,075
-390
1861
$357K ﹤0.01%
+12,753
1862
$357K ﹤0.01%
4,804
+487
1863
$356K ﹤0.01%
1,168
+227
1864
$355K ﹤0.01%
14,500
1865
$355K ﹤0.01%
+3,984
1866
$354K ﹤0.01%
+13,893
1867
$354K ﹤0.01%
9,518
-2,514
1868
$353K ﹤0.01%
9,351
+826
1869
$353K ﹤0.01%
7,530
1870
$353K ﹤0.01%
29,951
-4,952
1871
$352K ﹤0.01%
+4,869
1872
$351K ﹤0.01%
14,651
1873
$351K ﹤0.01%
13,337
+3,150
1874
$351K ﹤0.01%
8,603
-2,249
1875
$351K ﹤0.01%
28,706
+5,241
73 74
75
76 77