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
2126
$221K ﹤0.01%
4,218
-740
2127
$220K ﹤0.01%
+1,061
2128
$220K ﹤0.01%
+7,030
2129
$219K ﹤0.01%
2,546
+28
2130
$219K ﹤0.01%
9,922
2131
$219K ﹤0.01%
+7,197
2132
$218K ﹤0.01%
+3,559
2133
$218K ﹤0.01%
+8,438
2134
$217K ﹤0.01%
+8,034
2135
$217K ﹤0.01%
3,986
-1,096
2136
$216K ﹤0.01%
+2,169
2137
$216K ﹤0.01%
4,504
-1,562
2138
$216K ﹤0.01%
4,536
-2,090
2139
$216K ﹤0.01%
+5,130
2140
$215K ﹤0.01%
4,710
+20
2141
$215K ﹤0.01%
10,325
2142
$215K ﹤0.01%
158,045
+147
2143
$215K ﹤0.01%
1,455
+2
2144
$215K ﹤0.01%
+9,159
2145
$215K ﹤0.01%
2,105
-122
2146
$215K ﹤0.01%
2,477
-152
2147
$215K ﹤0.01%
3,755
-2,052
2148
$214K ﹤0.01%
8,703
-837
2149
$214K ﹤0.01%
8,705
2150
$214K ﹤0.01%
21,353
-24,158
84 85
86
87 88