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
1926
$324K ﹤0.01%
5,903
-10,128
1927
$323K ﹤0.01%
10,565
+578
1928
$323K ﹤0.01%
7,847
+1,612
1929
$323K ﹤0.01%
6,584
+58
1930
$322K ﹤0.01%
7,711
-309
1931
$321K ﹤0.01%
22,044
-13
1932
$320K ﹤0.01%
+7,265
1933
$320K ﹤0.01%
7,793
+505
1934
$320K ﹤0.01%
24,171
-660
1935
$320K ﹤0.01%
11,690
-1,091
1936
$320K ﹤0.01%
7,752
+1,280
1937
$319K ﹤0.01%
6,318
+6
1938
$319K ﹤0.01%
+9,430
1939
$318K ﹤0.01%
1,667
+30
1940
$318K ﹤0.01%
20,304
-361
1941
$318K ﹤0.01%
3,181
+85
1942
$318K ﹤0.01%
8,514
+2,557
1943
$317K ﹤0.01%
4,239
-77
1944
$317K ﹤0.01%
7,622
1945
$317K ﹤0.01%
10,286
-1,685
1946
$316K ﹤0.01%
12,095
+1,513
1947
$316K ﹤0.01%
3,841
+345
1948
$314K ﹤0.01%
9,239
+1,883
1949
$312K ﹤0.01%
12,859
-106
1950
$312K ﹤0.01%
+17,604
76 77
78
79 80