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
$1.58B
AUM Growth
-$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$9.69M
2
+$4.76M
3
+$4.67M
4
PFE icon
Pfizer
PFE
+$4.47M
5
WMT icon
Walmart Inc
WMT
+$3.43M

Top Sells

1
+$21.3M
2
+$17.9M
3
+$12M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$11.6M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$9.03M

Sector Composition

1 Technology 2.65%
2 Healthcare 1.79%
3 Financials 1.47%
4 Consumer Discretionary 1.41%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
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