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
2026
$281K ﹤0.01%
+11,856
2027
$280K ﹤0.01%
19,783
-661
2028
$280K ﹤0.01%
3,553
-180
2029
$279K ﹤0.01%
18,028
+2,002
2030
$279K ﹤0.01%
23,039
-2,564
2031
$278K ﹤0.01%
9,814
+1,735
2032
$278K ﹤0.01%
8,399
+2,806
2033
$277K ﹤0.01%
2,521
-111
2034
$277K ﹤0.01%
+2,431
2035
$277K ﹤0.01%
10,273
-56,885
2036
$276K ﹤0.01%
6,420
2037
$275K ﹤0.01%
7,138
+818
2038
$275K ﹤0.01%
7,375
+1,904
2039
$274K ﹤0.01%
9,598
+2,053
2040
$274K ﹤0.01%
+4,192
2041
$274K ﹤0.01%
48,453
+696
2042
$273K ﹤0.01%
+5,937
2043
$273K ﹤0.01%
3,056
+13
2044
$273K ﹤0.01%
5,560
2045
$272K ﹤0.01%
3,179
+136
2046
$272K ﹤0.01%
+13,486
2047
$271K ﹤0.01%
20,246
+963
2048
$271K ﹤0.01%
15,140
+1,154
2049
$271K ﹤0.01%
19,800
+4,250
2050
$271K ﹤0.01%
+3,651
80 81
82
83 84