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
$824M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$13.8M
3
+$11.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$9.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$8.23M

Top Sells

1
+$2.63M
2
+$2.52M
3
+$2.5M
4
PFE icon
Pfizer
PFE
+$2.44M
5
XOM icon
Exxon Mobil
XOM
+$2.38M

Sector Composition

1 Financials 3.34%
2 Healthcare 3.26%
3 Technology 2.82%
4 Industrials 1.66%
5 Consumer Staples 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
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