Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $45.5B
1-Year Est. Return 21.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.36M
3
+$9.1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$7.26M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$7.26M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$3.01M
4
RMD icon
ResMed
RMD
+$2.95M
5
EA icon
Electronic Arts
EA
+$2.46M

Sector Composition

1 Technology 2.15%
2 Healthcare 1.84%
3 Financials 1.55%
4 Industrials 1.25%
5 Communication Services 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
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