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
$3.82B
AUM Growth
+$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$28M
3
+$13.3M
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$11.7M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$9.14M

Top Sells

1
+$10.8M
2
+$5.41M
3
+$5.22M
4
DUK icon
Duke Energy
DUK
+$4.36M
5
MCD icon
McDonald's
MCD
+$3.66M

Sector Composition

1 Technology 2.32%
2 Healthcare 1.2%
3 Financials 1.18%
4 Consumer Discretionary 0.98%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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64,362
+117
177
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6,476
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179
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182
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183
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186
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187
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195
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198
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2,642
199
$263K 0.01%
4,330
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200
$251K 0.01%
1,041
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