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
2101
$255K ﹤0.01%
9,858
+1,396
2102
$254K ﹤0.01%
8,886
-5,884
2103
$254K ﹤0.01%
8,679
+50
2104
$253K ﹤0.01%
13,017
+176
2105
$253K ﹤0.01%
+3,198
2106
$252K ﹤0.01%
18,271
-1,780
2107
$252K ﹤0.01%
2,405
+194
2108
$252K ﹤0.01%
4,625
+860
2109
$252K ﹤0.01%
5,849
-176
2110
$251K ﹤0.01%
36,028
+707
2111
$251K ﹤0.01%
3,901
-370
2112
$251K ﹤0.01%
+2,653
2113
$251K ﹤0.01%
12,866
+2,140
2114
$250K ﹤0.01%
+4,388
2115
$250K ﹤0.01%
+4,202
2116
$250K ﹤0.01%
4,732
+60
2117
$249K ﹤0.01%
+9,136
2118
$249K ﹤0.01%
7,149
-526
2119
$249K ﹤0.01%
3,748
+117
2120
$248K ﹤0.01%
12,405
-3,015
2121
$248K ﹤0.01%
3,024
+3
2122
$247K ﹤0.01%
12,735
+393
2123
$247K ﹤0.01%
+2,133
2124
$247K ﹤0.01%
21,918
+1,150
2125
$247K ﹤0.01%
1,438
-35
83 84
85
86 87