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
2076
$260K ﹤0.01%
6,324
+148
2077
$260K ﹤0.01%
3,114
2078
$260K ﹤0.01%
4,380
+306
2079
$259K ﹤0.01%
6,336
+224
2080
$259K ﹤0.01%
947
+82
2081
$259K ﹤0.01%
6,581
-108
2082
$259K ﹤0.01%
6,269
+1,036
2083
$258K ﹤0.01%
2,787
-24,159
2084
$258K ﹤0.01%
6,109
-1,773
2085
$258K ﹤0.01%
+15,204
2086
$257K ﹤0.01%
12,952
-307
2087
$257K ﹤0.01%
12,771
-1,520
2088
$257K ﹤0.01%
2,366
+261
2089
$257K ﹤0.01%
+5,306
2090
$257K ﹤0.01%
8,813
-48,063
2091
$257K ﹤0.01%
+7,775
2092
$257K ﹤0.01%
+1,425
2093
$256K ﹤0.01%
+3,823
2094
$256K ﹤0.01%
6,377
-836
2095
$256K ﹤0.01%
+4,518
2096
$256K ﹤0.01%
4,692
-342
2097
$256K ﹤0.01%
2,596
+13
2098
$255K ﹤0.01%
17,334
+1,247
2099
$255K ﹤0.01%
+2,100
2100
$255K ﹤0.01%
+12,121
82 83
84
85 86