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
$38.7B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,478
New
Increased
Reduced
Closed

Top Buys

1
+$511M
2
+$404M
3
+$391M
4
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$243M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$203M

Top Sells

1
+$421M
2
+$411M
3
+$287M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$204M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$164M

Sector Composition

1 Technology 11.27%
2 Financials 5.7%
3 Healthcare 4.76%
4 Industrials 4.26%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$45.1M 0.12%
1,626,841
-206,117
177
$44.6M 0.12%
528,291
+310
178
$44.4M 0.11%
3,346,565
-67,665
179
$44.4M 0.11%
491,376
-653,869
180
$44.3M 0.11%
729,860
+215,560
181
$44.1M 0.11%
865,750
+128,289
182
$44M 0.11%
105,391
-1,143
183
$43.6M 0.11%
351,911
-4,890
184
$43.4M 0.11%
144,179
+70,253
185
$43.3M 0.11%
272,521
+17,434
186
$43.2M 0.11%
267,420
+2,704
187
$42.6M 0.11%
696,260
+19,967
188
$42.3M 0.11%
1,822,925
+8,948
189
$42.1M 0.11%
184,250
+71,049
190
$42.1M 0.11%
435,157
+13,406
191
$42.1M 0.11%
1,162,236
+77,906
192
$41.7M 0.11%
147,736
+3,531
193
$41.5M 0.11%
571,974
+242,467
194
$41.4M 0.11%
1,308,443
+880,732
195
$41.3M 0.11%
244,348
+17,488
196
$40.6M 0.11%
810,941
-845,563
197
$40.4M 0.1%
126,130
+13,233
198
$40.4M 0.1%
1,719,898
+83,768
199
$40.3M 0.1%
815,486
+4,444
200
$40.1M 0.1%
1,327,539
+331,953
6 7
8
9 10