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
2001
$289K ﹤0.01%
4,748
+7
2002
$289K ﹤0.01%
+10,471
2003
$288K ﹤0.01%
+2,695
2004
$288K ﹤0.01%
3,105
+339
2005
$288K ﹤0.01%
2,484
-291
2006
$288K ﹤0.01%
1,722
+105
2007
$288K ﹤0.01%
+13,155
2008
$287K ﹤0.01%
11,550
2009
$286K ﹤0.01%
3,668
+309
2010
$286K ﹤0.01%
+3,498
2011
$286K ﹤0.01%
1,302
-5
2012
$286K ﹤0.01%
25,320
-2,655
2013
$286K ﹤0.01%
3,130
-161
2014
$285K ﹤0.01%
157
+22
2015
$285K ﹤0.01%
15,271
+4,231
2016
$284K ﹤0.01%
24,674
-512
2017
$284K ﹤0.01%
3,071
-190
2018
$283K ﹤0.01%
12,170
+155
2019
$283K ﹤0.01%
6,024
-42
2020
$283K ﹤0.01%
781
+24
2021
$283K ﹤0.01%
28,876
+6,866
2022
$283K ﹤0.01%
6,093
+666
2023
$282K ﹤0.01%
4,117
-154
2024
$281K ﹤0.01%
6,673
+1,108
2025
$281K ﹤0.01%
+3,222
79 80
81
82 83