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
1976
$275K ﹤0.01%
3,123
+185
1977
$275K ﹤0.01%
13,568
1978
$275K ﹤0.01%
3,473
-1,530
1979
$275K ﹤0.01%
5,034
-826
1980
$274K ﹤0.01%
10,187
+82
1981
$274K ﹤0.01%
5,679
-2,786
1982
$271K ﹤0.01%
33,142
+1,595
1983
$271K ﹤0.01%
12,788
-887
1984
$271K ﹤0.01%
+2,061
1985
$271K ﹤0.01%
+40,626
1986
$271K ﹤0.01%
7,066
-199
1987
$270K ﹤0.01%
10,953
-2,047
1988
$270K ﹤0.01%
+2,565
1989
$269K ﹤0.01%
5,403
1990
$269K ﹤0.01%
6,268
-257
1991
$268K ﹤0.01%
1,448
+218
1992
$266K ﹤0.01%
6,066
-775
1993
$266K ﹤0.01%
6,176
+278
1994
$265K ﹤0.01%
+8,926
1995
$265K ﹤0.01%
5,427
+281
1996
$265K ﹤0.01%
5,560
1997
$265K ﹤0.01%
10,971
+129
1998
$264K ﹤0.01%
4,271
-580
1999
$263K ﹤0.01%
6,484
+35
2000
$263K ﹤0.01%
11,004
-8,987
78 79
80
81 82