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
$536K0%9,935
+2,106
+27%
+$114K
$536K0%7,013
+698
+11%
+$53.3K
$535K0%17,162
+2,549
+17%
+$79.5K
$535K0%3,454
-1,090
-24%
-$169K
$534K0%9,489
+370
+4%
+$20.8K
$534K0%43,435
+13,992
+48%
+$172K
$534K0%13,366
+2,614
+24%
+$104K
$530K0%9,308
+87
+0.9%
+$4.96K
$530K0%35,605
-1,792
-5%
-$26.7K
$528K0%7,068 New
+$528K
$528K0%6,720
+2,348
+54%
+$184K
$528K0%7,640
-157
-2%
-$10.8K
$526K0%60,198
+4,824
+9%
+$42.1K
$525K0%7,362
+561
+8%
+$40K
$525K0%10,016
+484
+5%
+$25.4K
$525K0%14,715
+1,138
+8%
+$40.6K
$524K0%4,118
+73
+2%
+$9.29K
$524K0%10,806
+272
+3%
+$13.2K
$524K0%46,867
+15,031
+47%
+$168K
$523K0%11,581
+842
+8%
+$38K
$522K0%10,813
-4,078
-27%
-$197K
$522K0%12,265
+850
+7%
+$36.2K
$522K0%3,977
+839
+27%
+$110K
$522K0%18,451
+2,096
+13%
+$59.3K
$521K0%16,611 New
+$521K
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