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
2001
$263K ﹤0.01%
10,868
-380
2002
$262K ﹤0.01%
+4,741
2003
$262K ﹤0.01%
+649
2004
$262K ﹤0.01%
4,888
+699
2005
$261K ﹤0.01%
1,313
-81
2006
$261K ﹤0.01%
5,994
-221
2007
$261K ﹤0.01%
4,277
-29
2008
$260K ﹤0.01%
+973
2009
$259K ﹤0.01%
13,986
2010
$259K ﹤0.01%
3,114
2011
$258K ﹤0.01%
1,595
+28
2012
$258K ﹤0.01%
9,534
-591,162
2013
$258K ﹤0.01%
1,617
+3
2014
$258K ﹤0.01%
6,025
+1,105
2015
$258K ﹤0.01%
2,766
-151
2016
$257K ﹤0.01%
+9,665
2017
$257K ﹤0.01%
5,985
-327
2018
$257K ﹤0.01%
+10,025
2019
$256K ﹤0.01%
7,792
+181
2020
$256K ﹤0.01%
+16,228
2021
$256K ﹤0.01%
1,473
-27
2022
$255K ﹤0.01%
+16,026
2023
$255K ﹤0.01%
3,043
-37
2024
$254K ﹤0.01%
2,005
-1,003
2025
$254K ﹤0.01%
6,529
-588
79 80
81
82 83