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
2026
$254K ﹤0.01%
6,068
-145
2027
$254K ﹤0.01%
+8,161
2028
$253K ﹤0.01%
6,472
-181
2029
$253K ﹤0.01%
5,593
+31
2030
$253K ﹤0.01%
+2,833
2031
$253K ﹤0.01%
5,479
+131
2032
$252K ﹤0.01%
2,402
+271
2033
$251K ﹤0.01%
+20,768
2034
$251K ﹤0.01%
5,635
-50
2035
$251K ﹤0.01%
21,537
+224
2036
$251K ﹤0.01%
395
-4
2037
$249K ﹤0.01%
3,873
+31
2038
$249K ﹤0.01%
6,416
-200
2039
$249K ﹤0.01%
+3,267
2040
$248K ﹤0.01%
6,186
+468
2041
$247K ﹤0.01%
+2,196
2042
$247K ﹤0.01%
1,157
2043
$246K ﹤0.01%
21,464
+4,761
2044
$246K ﹤0.01%
+9,071
2045
$246K ﹤0.01%
13,188
-6,509
2046
$246K ﹤0.01%
18,547
-432,980
2047
$246K ﹤0.01%
+320
2048
$246K ﹤0.01%
18,952
+2,557
2049
$246K ﹤0.01%
4,074
2050
$245K ﹤0.01%
+56,907
80 81
82
83 84