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
1951
$285K ﹤0.01%
+11,289
1952
$285K ﹤0.01%
10,459
+119
1953
$284K ﹤0.01%
13,299
+2,426
1954
$284K ﹤0.01%
+5,076
1955
$283K ﹤0.01%
+11,550
1956
$282K ﹤0.01%
6,420
1957
$282K ﹤0.01%
12,096
-79
1958
$282K ﹤0.01%
+5,004
1959
$282K ﹤0.01%
2,211
+40
1960
$282K ﹤0.01%
+25,603
1961
$281K ﹤0.01%
35,321
-5,298
1962
$281K ﹤0.01%
15,673
+869
1963
$281K ﹤0.01%
10,050
1964
$281K ﹤0.01%
12,015
1965
$280K ﹤0.01%
6,039
+1,381
1966
$280K ﹤0.01%
3,359
-330
1967
$280K ﹤0.01%
6,016
+715
1968
$280K ﹤0.01%
6,447
+668
1969
$280K ﹤0.01%
2,842
+458
1970
$280K ﹤0.01%
25,186
+5,572
1971
$279K ﹤0.01%
20,051
+252
1972
$279K ﹤0.01%
20,444
+991
1973
$278K ﹤0.01%
6,034
+558
1974
$278K ﹤0.01%
3,727
+36
1975
$278K ﹤0.01%
26,715
-1,746
77 78
79
80 81