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
2151
$214K ﹤0.01%
7,852
+3
2152
$213K ﹤0.01%
+7,901
2153
$213K ﹤0.01%
15,603
+24
2154
$213K ﹤0.01%
3,766
-45,794
2155
$212K ﹤0.01%
+2,494
2156
$212K ﹤0.01%
+6,736
2157
$212K ﹤0.01%
+5,957
2158
$212K ﹤0.01%
3,423
-125
2159
$212K ﹤0.01%
7,566
-652
2160
$212K ﹤0.01%
10,726
-1
2161
$212K ﹤0.01%
9,000
2162
$212K ﹤0.01%
+645
2163
$211K ﹤0.01%
+9,105
2164
$210K ﹤0.01%
10,660
+514
2165
$209K ﹤0.01%
+1,532
2166
$209K ﹤0.01%
+1,111
2167
$209K ﹤0.01%
+3,194
2168
$208K ﹤0.01%
+1,883
2169
$208K ﹤0.01%
+3,233
2170
$208K ﹤0.01%
11,060
-169
2171
$208K ﹤0.01%
29,600
-113
2172
$207K ﹤0.01%
33,330
+6,842
2173
$207K ﹤0.01%
+1,653
2174
$207K ﹤0.01%
10,174
-355
2175
$207K ﹤0.01%
2,750
85 86
87
88 89