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
$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 5.63%
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
1951
$312K ﹤0.01%
60,011
+615
1952
$312K ﹤0.01%
6,342
-983
1953
$312K ﹤0.01%
700
1954
$311K ﹤0.01%
2,022
-860
1955
$311K ﹤0.01%
5,471
+448
1956
$310K ﹤0.01%
+14,202
1957
$310K ﹤0.01%
2,845
+3
1958
$310K ﹤0.01%
261
-179
1959
$310K ﹤0.01%
4,419
-658
1960
$309K ﹤0.01%
6,701
1961
$309K ﹤0.01%
27,609
+1,879
1962
$308K ﹤0.01%
8,208
+151
1963
$307K ﹤0.01%
8,302
-586
1964
$306K ﹤0.01%
3,861
+344
1965
$305K ﹤0.01%
1,771
+279
1966
$304K ﹤0.01%
10,972
+149
1967
$304K ﹤0.01%
+20,195
1968
$303K ﹤0.01%
688
+3
1969
$303K ﹤0.01%
20,525
-166
1970
$302K ﹤0.01%
7,359
+975
1971
$301K ﹤0.01%
24,370
1972
$300K ﹤0.01%
9,090
-79
1973
$300K ﹤0.01%
26,415
-1,327
1974
$299K ﹤0.01%
2,636
+27
1975
$299K ﹤0.01%
13,719
-605
77 78
79
80 81