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
1901
$335K ﹤0.01%
+4,853
1902
$335K ﹤0.01%
17,631
+7,303
1903
$335K ﹤0.01%
2,528
+71
1904
$334K ﹤0.01%
32,694
+686
1905
$334K ﹤0.01%
11,545
-3,040
1906
$333K ﹤0.01%
+20,393
1907
$332K ﹤0.01%
1,766
-395
1908
$332K ﹤0.01%
40,726
+100
1909
$332K ﹤0.01%
37,406
-3,309
1910
$331K ﹤0.01%
9,671
1911
$331K ﹤0.01%
+4,601
1912
$331K ﹤0.01%
1,974
-87
1913
$330K ﹤0.01%
7,570
+1,123
1914
$329K ﹤0.01%
6,690
-1,452
1915
$329K ﹤0.01%
2,683
+74
1916
$328K ﹤0.01%
34,257
-852
1917
$328K ﹤0.01%
86,816
-18,969
1918
$328K ﹤0.01%
+1,907
1919
$328K ﹤0.01%
19,330
-4,267
1920
$327K ﹤0.01%
7,200
-33
1921
$327K ﹤0.01%
5,988
+984
1922
$326K ﹤0.01%
+11,042
1923
$326K ﹤0.01%
7,449
+279
1924
$326K ﹤0.01%
4,473
-442
1925
$325K ﹤0.01%
6,467
+84
75 76
77
78 79