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
$521K0%3,356
+126
+4%
+$19.6K
$520K0%3,097
-104
-3%
-$17.5K
$520K0%10,929 New
+$520K
$520K0%14,913
+1,268
+9%
+$44.2K
$519K0%4,464
-450
-9%
-$52.4K
$519K0%42,815
-342
-0.8%
-$4.15K
$519K0%2,482
-31
-1%
-$6.48K
$519K0%21,184
-2,212
-9%
-$54.1K
$518K0%4,116
+1,006
+32%
+$127K
$518K0%44,570 New
+$518K
$517K0%8,017
+3,901
+95%
+$252K
$516K0%16,914
+6,447
+62%
+$197K
$515K0%6,985
+79
+1%
+$5.83K
$515K0%21,572
-2,813
-12%
-$67.1K
$514K0%20,938
+1,249
+6%
+$30.7K
$514K0%428
-7
-2%
-$8.4K
$513K0%10,379
-962
-8%
-$47.6K
$512K0%8,216
+546
+7%
+$34K
$511K0%27,203
-5,908
-18%
-$111K
$511K0%62,188
+41,418
+199%
+$340K
$510K0%2,950
+12
+0.4%
+$2.08K
$509K0%5,038
+45
+0.9%
+$4.55K
$509K0%16,360
+6,700
+69%
+$209K
$508K0%7,702
+613
+9%
+$40.5K
$508K0%15,306
-6,440
-30%
-$214K
1 8081828384126