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
$1.62B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.38M
3
+$9.37M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$7.17M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$7.06M

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
in Stake 		Capital Flow
176
– –
-122,866
177
– –
-69,615
178
– –
-19,542
179
– –
-28,295
180
– –
-22,427
181
– –
-20,326
182
– –
-53,269
183
– –
-32,530
184
– –
-5,941
185
– –
-9,939
186
– –
-63,984
187
– –
-32,504
188
– –
-20,277
189
– –
-8,698
190
– –
-21,392
191
– –
-14,692
192
– –
-22,372
193
– –
-36,048
194
– –
-12,181
195
– –
-13,255
196
– –
-27,935
197
– –
-23,807
198
– –
-12,603
199
– –
-29,994
200
– –
-6,618
5 6 7
8
9