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
$942M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.2M
3
+$8.86M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.28M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.79M

Top Sells

1
+$4.41M
2
+$4.29M
3
+$3.02M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$2.89M
5
DIS icon
Walt Disney
DIS
+$2.47M

Sector Composition

1 Healthcare 2.89%
2 Financials 2.48%
3 Technology 2.45%
4 Consumer Staples 1.4%
5 Consumer Discretionary 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-23,241
177
– –
-13,091
178
– –
-17,035
179
– –
-42,922
180
– –
-16,270
181
– –
-19,258
182
– –
-36,564
183
– –
-7,402
184
– –
-7,105
185
– –
-4,374
186
– –
-26,290
187
– –
-54,989
188
– –
-10,615
189
– –
-23,834
190
– –
-6,162
191
– –
-27,444
192
– –
-16,042
193
– –
-6,870
194
– –
-18,880
195
– –
-2,482
196
– –
-13,376
197
– –
-28,983
198
– –
-103,430
4 5 6 7
8