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
$1.66B
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$17.8M
3
+$16.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$12.6M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$12M

Top Sells

1
+$4.2M
2
+$3.46M
3
+$3.25M
4
ES icon
Eversource Energy
ES
+$2.83M
5
RSG icon
Republic Services
RSG
+$2.53M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.52%
3 Financials 1.37%
4 Communication Services 1.06%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
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