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

Top Buys

1
+$18.7M
2
+$16.7M
3
+$15.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$11.5M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$10.9M

Top Sells

1
+$4.1M
2
+$3.25M
3
+$3.02M
4
ES icon
Eversource Energy
ES
+$2.83M
5
BA icon
Boeing
BA
+$2.5M

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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