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
2101
$230K ﹤0.01%
+3,324
2102
$230K ﹤0.01%
8,008
-249
2103
$230K ﹤0.01%
38,723
-90,568
2104
$230K ﹤0.01%
10,311
-5,177
2105
$229K ﹤0.01%
+700
2106
$229K ﹤0.01%
4,914
+56
2107
$228K ﹤0.01%
6,282
-361
2108
$227K ﹤0.01%
12,744
+141
2109
$227K ﹤0.01%
19,283
-33,793
2110
$227K ﹤0.01%
+4,439
2111
$226K ﹤0.01%
15,550
-5,235
2112
$226K ﹤0.01%
+7,311
2113
$226K ﹤0.01%
+5,973
2114
$226K ﹤0.01%
+8,537
2115
$226K ﹤0.01%
4,570
2116
$225K ﹤0.01%
6,320
-1,059
2117
$224K ﹤0.01%
6,394
-20
2118
$223K ﹤0.01%
6,376
-1,604
2119
$223K ﹤0.01%
5,227
-1,929
2120
$223K ﹤0.01%
+10,463
2121
$222K ﹤0.01%
9,239
-1,294
2122
$222K ﹤0.01%
+1,147
2123
$222K ﹤0.01%
+6,904
2124
$221K ﹤0.01%
+8,079
2125
$221K ﹤0.01%
5,565
-1,648
83 84
85
86 87