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
$1.49B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$14.8M
3
+$13.3M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$8.91M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.63M

Top Sells

1
+$7.44M
2
+$3.92M
3
+$3.19M
4
ATVI
Activision Blizzard
ATVI
+$2.97M
5
PGR icon
Progressive
PGR
+$2.59M

Sector Composition

1 Financials 1.96%
2 Technology 1.84%
3 Healthcare 1.55%
4 Consumer Discretionary 1.19%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-14,310
177
– –
-9,342
178
– –
-43,864
179
– –
-65,912
180
– –
-22,060
181
– –
-10,128
182
– –
-208,440
183
– –
-49,225
184
– –
-16,503
185
– –
-6,531
186
– –
-20,954
187
– –
-12,982
188
– –
-1,057
189
– –
-13,166
190
– –
-8,500
191
– –
-42,256
4 5 6 7
8