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
$4.42B
AUM Growth
+$608M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$59M
2
+$23.7M
3
+$15.6M
4
MSFT icon
Microsoft
MSFT
+$11.3M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$11M

Top Sells

1
+$5.68M
2
+$5.28M
3
+$4.65M
4
CRM icon
Salesforce
CRM
+$4.01M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.9M

Sector Composition

1 Technology 2.3%
2 Healthcare 1.28%
3 Financials 0.96%
4 Consumer Discretionary 0.9%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$890K 0.02%
29,924
+1,376
177
$878K 0.02%
6,241
-235
178
$872K 0.02%
+6,859
179
$840K 0.02%
15,540
180
$798K 0.02%
12,713
-1,149
181
$770K 0.02%
2,228
+590
182
$762K 0.02%
15,765
+260
183
$738K 0.02%
22,835
-2,720
184
$737K 0.02%
21,834
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185
$719K 0.02%
6,462
+1
186
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187
$705K 0.02%
44,552
+4,728
188
$617K 0.01%
5,324
-195
189
$592K 0.01%
9,387
+1,119
190
$589K 0.01%
+3,028
191
$536K 0.01%
2,510
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192
$533K 0.01%
4,822
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193
$489K 0.01%
7,078
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194
$458K 0.01%
19,948
-1,602
195
$450K 0.01%
+3,531
196
$414K 0.01%
29,201
197
$410K 0.01%
2,546
198
$404K 0.01%
4,285
+13
199
$389K 0.01%
5,230
-24
200
$345K 0.01%
1,252
-45
6 7
8
9 10