Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $52.3B
AUM
$52.3B
AUM Growth
+$75.9M
Cap. Flow
+$1.28B
Cap. Flow %
2.44%
Top 10 Hldgs %
23.14%
Holding
3,156
New
280
Increased
1,557
Reduced
1,033
Closed
222

Top Buys

1
$526M
2
$314M
3
$114M
4
$113M
5
$92.5M

Top Sells

1
$333M
2
$175M
3
$149M
4
$123M
5
$97.5M

Sector Composition

1Technology11.44%
2Financials6.64%
3Healthcare4.39%
4Industrials4.34%
5Consumer Discretionary3.68%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$551K0%7,917
-468
-6%
-$32.6K
$551K0%11,228
+881
+9%
+$43.2K
$550K0%57,314
+14,764
+35%
+$142K
$549K0%8,173
+366
+5%
+$24.6K
$549K0%15,345
-7,320
-32%
-$262K
$547K0%7,561
+717
+10%
+$51.9K
$547K0%23,136
-4,190
-15%
-$99.1K
$545K0%5,963
+405
+7%
+$37K
$545K0%13,927
-85
-0.6%
-$3.33K
$544K0%4,804
+1,337
+39%
+$151K
$544K0%5,139
+187
+4%
+$19.8K
$543K0%2,953
+1,632
+124%
+$300K
$541K0%6,188
-2,408
-28%
-$211K
$541K0%21,976
+125
+0.6%
+$3.08K
$541K0%16,639
-477
-3%
-$15.5K
$541K0%46,883
+1,374
+3%
+$15.8K
$541K0%1,841
+997
+118%
+$293K
$540K0%5,152
-8,358
-62%
-$877K
$540K0%1,802
+159
+10%
+$47.7K
$540K0%25,454
+1,697
+7%
+$36K
$540K0%91,163 New
+$540K
$540K0%18,199
+10,022
+123%
+$297K
$538K0%4,334
+232
+6%
+$28.8K
$537K0%7,476
+188
+3%
+$13.5K
$536K0%20,657
-137,008
-87%
-$3.56M
1 7879808182126