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
$6.2B
AUM Growth
+$697M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$49.1M
3
+$25.5M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$20.8M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$18.3M

Top Sells

1
+$11.2M
2
+$10.5M
3
+$9.83M
4
EPAM icon
EPAM Systems
EPAM
+$7.95M
5
ZTS icon
Zoetis
ZTS
+$6.89M

Sector Composition

1 Technology 2.22%
2 Healthcare 0.91%
3 Financials 0.82%
4 Consumer Discretionary 0.77%
5 Consumer Staples 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.25M 0.02%
+10,137
177
$1.25M 0.02%
+3,423
178
$1.25M 0.02%
+15,738
179
$1.24M 0.02%
+3,013
180
$1.23M 0.02%
16,303
+1,318
181
$1.23M 0.02%
4,432
+149
182
$1.23M 0.02%
+9,217
183
$1.22M 0.02%
+7,826
184
$1.22M 0.02%
+10,424
185
$1.22M 0.02%
43,319
-3,144
186
$1.2M 0.02%
16,107
+1,676
187
$1.2M 0.02%
+29,958
188
$1.19M 0.02%
+16,247
189
$1.17M 0.02%
+14,650
190
$1.16M 0.02%
+21,302
191
$1.14M 0.02%
+2,174
192
$1.1M 0.02%
+17,419
193
$1.08M 0.02%
+3,455
194
$1.06M 0.02%
+45,984
195
$1.03M 0.02%
+38,382
196
$1M 0.02%
53,664
+6,216
197
$994K 0.02%
2,487
+34
198
$979K 0.02%
18,520
+1,830
199
$969K 0.02%
44,844
-10,977
200
$967K 0.02%
45,850
-11,540
6 7
8
9 10