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
2051
$245K ﹤0.01%
22,010
-44,864
2052
$245K ﹤0.01%
16,087
-930
2053
$244K ﹤0.01%
6,603
2054
$244K ﹤0.01%
8,536
+104
2055
$244K ﹤0.01%
11,040
-672
2056
$243K ﹤0.01%
9,106
-615
2057
$243K ﹤0.01%
2,235
2058
$242K ﹤0.01%
135
-13
2059
$242K ﹤0.01%
10,502
2060
$242K ﹤0.01%
35,851
+735
2061
$242K ﹤0.01%
6,689
+143
2062
$242K ﹤0.01%
2,622
-336
2063
$241K ﹤0.01%
3,811
+212
2064
$241K ﹤0.01%
3,335
+53
2065
$241K ﹤0.01%
5,112
-21,900
2066
$241K ﹤0.01%
6,992
-490
2067
$240K ﹤0.01%
6,320
-1,000
2068
$240K ﹤0.01%
+9,204
2069
$240K ﹤0.01%
7,401
+977
2070
$239K ﹤0.01%
3,021
-118
2071
$239K ﹤0.01%
3,013
-350
2072
$239K ﹤0.01%
7,356
+9
2073
$239K ﹤0.01%
8,452
+953
2074
$239K ﹤0.01%
+5,233
2075
$239K ﹤0.01%
13,356
+382
81 82
83
84 85