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
$52.2B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,012
New
Increased
Reduced
Closed

Top Buys

1
+$454M
2
+$225M
3
+$221M
4
AAPL icon
Apple
AAPL
+$219M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$201M

Top Sells

1
+$327M
2
+$189M
3
+$70.1M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$55.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$33.9M

Sector Composition

1 Technology 12.59%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Healthcare 4.26%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$449K ﹤0.01%
11,056
+3,882
2052
$448K ﹤0.01%
+36,250
2053
$447K ﹤0.01%
68,813
+264
2054
$447K ﹤0.01%
21,419
+1,402
2055
$445K ﹤0.01%
4,854
-414
2056
$444K ﹤0.01%
+11,879
2057
$444K ﹤0.01%
6,467
-644
2058
$444K ﹤0.01%
6,865
+2,218
2059
$444K ﹤0.01%
13,015
+2,521
2060
$442K ﹤0.01%
22,292
+488
2061
$442K ﹤0.01%
10,311
-7,959
2062
$442K ﹤0.01%
5,657
+331
2063
$441K ﹤0.01%
41,505
+2,005
2064
$441K ﹤0.01%
30,800
+14,290
2065
$441K ﹤0.01%
4,883
+752
2066
$439K ﹤0.01%
10,849
+2,471
2067
$439K ﹤0.01%
6,970
-277
2068
$439K ﹤0.01%
17,078
-1,203
2069
$438K ﹤0.01%
16,638
-1,792
2070
$437K ﹤0.01%
3,164
+498
2071
$437K ﹤0.01%
3,692
+2
2072
$437K ﹤0.01%
3,104
-67
2073
$436K ﹤0.01%
13,645
+760
2074
$436K ﹤0.01%
25,523
+549
2075
$436K ﹤0.01%
3,110
+746
81 82
83
84 85