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
$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 11.26%
2 Financials 5.71%
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
1876
$321K ﹤0.01%
3,464
+144
1877
$321K ﹤0.01%
9,345
+663
1878
$319K ﹤0.01%
11,955
-10,334
1879
$319K ﹤0.01%
6,312
-5,295
1880
$318K ﹤0.01%
12,113
+3,302
1881
$317K ﹤0.01%
+19,626
1882
$316K ﹤0.01%
7,288
+46
1883
$316K ﹤0.01%
12,965
+1,990
1884
$316K ﹤0.01%
3,096
1885
$316K ﹤0.01%
16,936
-1,794
1886
$316K ﹤0.01%
2,326
+52
1887
$315K ﹤0.01%
5,288
-1,268
1888
$315K ﹤0.01%
+6,056
1889
$314K ﹤0.01%
2,583
-598
1890
$314K ﹤0.01%
2,970
+520
1891
$314K ﹤0.01%
5,527
-611
1892
$314K ﹤0.01%
+17,386
1893
$313K ﹤0.01%
7,622
-127
1894
$313K ﹤0.01%
1,425
+132
1895
$312K ﹤0.01%
6,846
+513
1896
$311K ﹤0.01%
3,171
-1,631
1897
$311K ﹤0.01%
17,843
+670
1898
$311K ﹤0.01%
23,833
+50
1899
$310K ﹤0.01%
6,701
1900
$310K ﹤0.01%
20,906
+2,987
74 75
76
77 78