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
$52.2B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,012
New
Increased
Reduced
Closed

Top Buys

1
+$454M
2
+$225M
3
+$221M
4
AAPL icon
Apple
AAPL
+$219M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$201M

Top Sells

1
+$327M
2
+$189M
3
+$70.1M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$55.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$33.9M

Sector Composition

1 Technology 12.59%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Healthcare 4.26%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$589K ﹤0.01%
18,445
-1,831
1852
$589K ﹤0.01%
67,369
1853
$587K ﹤0.01%
20,744
+1,620
1854
$586K ﹤0.01%
480
+106
1855
$585K ﹤0.01%
96,907
+21,324
1856
$584K ﹤0.01%
9,221
+126
1857
$584K ﹤0.01%
3,467
+457
1858
$584K ﹤0.01%
6,839
+2,159
1859
$583K ﹤0.01%
39,455
-1,882
1860
$583K ﹤0.01%
+13,647
1861
$582K ﹤0.01%
4,045
+36
1862
$582K ﹤0.01%
1,753
+555
1863
$581K ﹤0.01%
+3,046
1864
$581K ﹤0.01%
7,807
+2,968
1865
$580K ﹤0.01%
17,736
+10,891
1866
$580K ﹤0.01%
5,558
+62
1867
$580K ﹤0.01%
10,372
-3,618
1868
$579K ﹤0.01%
4,440
-317
1869
$576K ﹤0.01%
5,427
+758
1870
$576K ﹤0.01%
4,588
-322
1871
$576K ﹤0.01%
47,301
+327
1872
$573K ﹤0.01%
17,116
-2,324
1873
$573K ﹤0.01%
1,779
+43
1874
$573K ﹤0.01%
16,940
-3,292
1875
$572K ﹤0.01%
8,831
+1,761
73 74
75
76 77