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
2076
$238K ﹤0.01%
4,906
-567
2077
$238K ﹤0.01%
3,851
-234
2078
$238K ﹤0.01%
3,676
2079
$238K ﹤0.01%
4,786
+588
2080
$237K ﹤0.01%
+1,905
2081
$237K ﹤0.01%
2,217
-1,420
2082
$237K ﹤0.01%
+3,823
2083
$237K ﹤0.01%
14,684
+753
2084
$237K ﹤0.01%
+14,347
2085
$236K ﹤0.01%
14,577
+870
2086
$235K ﹤0.01%
8,425
-245
2087
$234K ﹤0.01%
4,672
+84
2088
$234K ﹤0.01%
17,751
-3,047
2089
$233K ﹤0.01%
6,235
-333
2090
$233K ﹤0.01%
+2,017
2091
$233K ﹤0.01%
10,471
2092
$233K ﹤0.01%
18,008
+3,973
2093
$232K ﹤0.01%
3,857
+320
2094
$232K ﹤0.01%
+6,112
2095
$232K ﹤0.01%
+8,462
2096
$232K ﹤0.01%
+9,190
2097
$231K ﹤0.01%
10,582
+103
2098
$231K ﹤0.01%
6,661
-8,427
2099
$231K ﹤0.01%
8,629
+621
2100
$230K ﹤0.01%
36,582
-6,241
82 83
84
85 86