Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $66.1B
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.83B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$12.3M
3
+$10.6M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$9.88M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$9.5M

Top Sells

1
+$4.75M
2
+$3.62M
3
+$3.22M
4
HON icon
Honeywell
HON
+$3.04M
5
PFE icon
Pfizer
PFE
+$2.28M

Sector Composition

1 Technology 1.97%
2 Financials 1.51%
3 Healthcare 1.23%
4 Consumer Discretionary 0.92%
5 Consumer Staples 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$884K 0.03%
5,397
+24
177
$858K 0.03%
9,151
+3,346
178
$789K 0.03%
6,886
+1,914
179
$777K 0.03%
4,689
+14
180
$723K 0.03%
5,300
+938
181
$717K 0.03%
15,540
182
$669K 0.02%
57,608
+1,240
183
$662K 0.02%
46,530
+8,091
184
$533K 0.02%
4,444
+286
185
$512K 0.02%
18,260
+4,493
186
$467K 0.02%
20,585
+6,599
187
$461K 0.02%
10,375
+319
188
$459K 0.02%
12,366
+3,260
189
$426K 0.02%
2,420
+590
190
$391K 0.01%
9,870
+69
191
$372K 0.01%
5,357
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192
$356K 0.01%
2,000
193
$347K 0.01%
+7,124
194
$333K 0.01%
+3,121
195
$329K 0.01%
1,845
196
$288K 0.01%
+4,035
197
$276K 0.01%
841
-4,671
198
$260K 0.01%
2,086
+10
199
$253K 0.01%
+2,042
200
$242K 0.01%
+3,800
6 7
8
9 10