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
2126
$247K ﹤0.01%
20,997
-467
2127
$246K ﹤0.01%
9,538
-127
2128
$245K ﹤0.01%
2,018
+98
2129
$245K ﹤0.01%
3,978
+784
2130
$245K ﹤0.01%
3,621
-69
2131
$245K ﹤0.01%
6,084
-102
2132
$244K ﹤0.01%
8,452
2133
$244K ﹤0.01%
11,453
+1,279
2134
$244K ﹤0.01%
13,188
2135
$243K ﹤0.01%
+5,121
2136
$242K ﹤0.01%
3,856
+90
2137
$242K ﹤0.01%
+5,252
2138
$242K ﹤0.01%
8,390
-1,660
2139
$242K ﹤0.01%
10,713
-1,400
2140
$241K ﹤0.01%
5,199
+87
2141
$241K ﹤0.01%
10,502
2142
$239K ﹤0.01%
32,994
+3,394
2143
$239K ﹤0.01%
5,047
-480
2144
$239K ﹤0.01%
4,823
+37
2145
$239K ﹤0.01%
+13,573
2146
$239K ﹤0.01%
6,545
-747,675
2147
$239K ﹤0.01%
12,495
-293
2148
$238K ﹤0.01%
3,605
-252
2149
$238K ﹤0.01%
3,676
2150
$238K ﹤0.01%
+10,462
84 85
86
87 88