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
1901
$310K ﹤0.01%
+4,316
1902
$308K ﹤0.01%
3,733
+486
1903
$308K ﹤0.01%
6,779
-255
1904
$307K ﹤0.01%
19,309
+2,774
1905
$307K ﹤0.01%
5,023
-112
1906
$306K ﹤0.01%
6,687
-247
1907
$306K ﹤0.01%
+6,717
1908
$306K ﹤0.01%
14,324
1909
$306K ﹤0.01%
+6,232
1910
$305K ﹤0.01%
+4,784
1911
$304K ﹤0.01%
18,885
1912
$304K ﹤0.01%
24,370
+13,170
1913
$304K ﹤0.01%
757
+25
1914
$303K ﹤0.01%
1,409
+106
1915
$302K ﹤0.01%
+4,993
1916
$302K ﹤0.01%
3,681
+2
1917
$301K ﹤0.01%
11,170
-5,397
1918
$301K ﹤0.01%
25,730
+3,875
1919
$300K ﹤0.01%
6,268
-382
1920
$299K ﹤0.01%
865
+72
1921
$299K ﹤0.01%
+6,383
1922
$299K ﹤0.01%
18,293
-9,607
1923
$298K ﹤0.01%
3,631
+92
1924
$298K ﹤0.01%
2,632
+163
1925
$298K ﹤0.01%
2,169
+292
75 76
77
78 79