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
1876
$349K ﹤0.01%
+9,428
1877
$348K ﹤0.01%
6,171
-509
1878
$347K ﹤0.01%
3,855
+212
1879
$346K ﹤0.01%
7,178
+82
1880
$346K ﹤0.01%
7,376
+2,309
1881
$346K ﹤0.01%
4,916
+47
1882
$344K ﹤0.01%
12,611
-980
1883
$344K ﹤0.01%
13,863
-1,082
1884
$343K ﹤0.01%
10,742
1885
$342K ﹤0.01%
+12,858
1886
$341K ﹤0.01%
13,475
+361
1887
$341K ﹤0.01%
5,583
-160
1888
$341K ﹤0.01%
49,228
-2,504
1889
$340K ﹤0.01%
73,521
+3,675
1890
$340K ﹤0.01%
3,246
+844
1891
$339K ﹤0.01%
7,782
-39
1892
$339K ﹤0.01%
5,044
+23
1893
$338K ﹤0.01%
2,962
-3,866
1894
$338K ﹤0.01%
10,697
+205
1895
$337K ﹤0.01%
3,815
+692
1896
$337K ﹤0.01%
7,310
1897
$337K ﹤0.01%
3,331
-2,660
1898
$336K ﹤0.01%
7,395
+678
1899
$336K ﹤0.01%
2,358
+32
1900
$336K ﹤0.01%
2,110
-59
74 75
76
77 78