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
2051
$271K ﹤0.01%
46,954
+9,285
2052
$270K ﹤0.01%
+6,025
2053
$270K ﹤0.01%
6,602
+118
2054
$270K ﹤0.01%
+2,608
2055
$270K ﹤0.01%
11,704
+2,599
2056
$269K ﹤0.01%
+3,202
2057
$269K ﹤0.01%
5,403
2058
$269K ﹤0.01%
5,594
-85
2059
$269K ﹤0.01%
3,431
-450
2060
$268K ﹤0.01%
4,452
+175
2061
$267K ﹤0.01%
3,283
-398
2062
$267K ﹤0.01%
2,673
+79
2063
$266K ﹤0.01%
3,663
+328
2064
$265K ﹤0.01%
7,912
+920
2065
$265K ﹤0.01%
+3,071
2066
$265K ﹤0.01%
8,842
+417
2067
$264K ﹤0.01%
21,590
+5,950
2068
$264K ﹤0.01%
3,606
+133
2069
$263K ﹤0.01%
5,643
+8
2070
$263K ﹤0.01%
6,771
-1,824
2071
$262K ﹤0.01%
+4,519
2072
$261K ﹤0.01%
18,193
-354
2073
$261K ﹤0.01%
+1,827
2074
$260K ﹤0.01%
14,273
-74
2075
$260K ﹤0.01%
+1,714
81 82
83
84 85