Wealth Enhancement Advisory Services Portfolio holdings
AUM
$60.4B
1-Year Return
15.61%
This Quarter Return
-11.02%
1 Year Return
+15.61%
3 Year Return
+48.2%
5 Year Return
+69.03%
10 Year Return
+118.46%
AUM
$1.58B
AUM Growth
-$76.7M
(-4.6%)
Cap. Flow
-$85.4M
Cap. Flow
% of AUM
-5.4%
Top 10 Holdings %
Top 10 Hldgs %
56.34%
Holding
224
New
60
Increased
61
Reduced
41
Closed
60
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$9.58M |
| 2 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$4.74M |
| 3 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$4.66M |
| 4 |
Pfizer
PFE
|
$4.35M |
| 5 |
Walmart
WMT
|
$3.49M |
Top Sells
Sector Composition
| 1 | Technology | 2.65% |
| 2 | Healthcare | 1.79% |
| 3 | Financials | 1.47% |
| 4 | Consumer Discretionary | 1.41% |
| 5 | Industrials | 1.04% |
