Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$14.3M
3
+$12.6M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$10.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.2M

Top Sells

1
+$28.2M
2
+$10.1M
3
+$8.34M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$5.38M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.44M

Sector Composition

1 Technology 2.77%
2 Healthcare 1.66%
3 Financials 1.42%
4 Industrials 1.27%
5 Consumer Staples 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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