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
1926
$298K ﹤0.01%
6,384
+208
1927
$297K ﹤0.01%
10,823
-1,796
1928
$297K ﹤0.01%
6,660
-4,952
1929
$297K ﹤0.01%
24,831
-2,228
1930
$296K ﹤0.01%
1,726
-2,880
1931
$295K ﹤0.01%
3,517
+32
1932
$295K ﹤0.01%
9,987
-2,740
1933
$294K ﹤0.01%
+1,786
1934
$294K ﹤0.01%
10,121
+766
1935
$293K ﹤0.01%
3,496
+34
1936
$293K ﹤0.01%
4,271
-50
1937
$292K ﹤0.01%
3,690
+4
1938
$291K ﹤0.01%
20,691
+748
1939
$291K ﹤0.01%
9,792
-50
1940
$289K ﹤0.01%
27,975
-1,057
1941
$288K ﹤0.01%
+8,755
1942
$287K ﹤0.01%
47,757
+169
1943
$287K ﹤0.01%
2,594
+2
1944
$287K ﹤0.01%
4,444
+52
1945
$286K ﹤0.01%
941
+133
1946
$286K ﹤0.01%
31,484
-209
1947
$286K ﹤0.01%
1,991
+38
1948
$286K ﹤0.01%
3,151
+151
1949
$286K ﹤0.01%
7,675
-195
1950
$285K ﹤0.01%
+5,067
76 77
78
79 80