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
$42.1B
AUM Growth
+$3.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$184M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$124M
5
AAPL icon
Apple
AAPL
+$98.9M

Top Sells

1
+$45.9M
2
+$34.9M
3
+$32.2M
4
JNPR
Juniper Networks
JNPR
+$27.3M
5
PLD icon
Prologis
PLD
+$25.5M

Sector Composition

1 Technology 12.2%
2 Financials 5.63%
3 Healthcare 4.49%
4 Industrials 3.94%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$298K ﹤0.01%
+4,927
1977
$298K ﹤0.01%
5,028
-788
1978
$297K ﹤0.01%
10,705
+246
1979
$297K ﹤0.01%
52,229
+8,430
1980
$297K ﹤0.01%
2,358
-140
1981
$297K ﹤0.01%
6,301
-2,166
1982
$297K ﹤0.01%
6,144
+150
1983
$296K ﹤0.01%
+6,471
1984
$296K ﹤0.01%
25,620
+4,083
1985
$296K ﹤0.01%
7,318
+1,333
1986
$295K ﹤0.01%
10,106
-3,394
1987
$295K ﹤0.01%
7,954
+888
1988
$295K ﹤0.01%
3,858
+591
1989
$294K ﹤0.01%
1,652
-517
1990
$294K ﹤0.01%
3,338
+167
1991
$294K ﹤0.01%
+3,572
1992
$293K ﹤0.01%
4,625
+2,131
1993
$292K ﹤0.01%
+39,763
1994
$292K ﹤0.01%
29,099
+1,397
1995
$291K ﹤0.01%
+5,903
1996
$291K ﹤0.01%
3,108
+138
1997
$291K ﹤0.01%
4,798
+14
1998
$290K ﹤0.01%
+3,615
1999
$290K ﹤0.01%
17,055
+119
2000
$290K ﹤0.01%
+5,099
78 79
80
81 82