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
2151
$238K ﹤0.01%
+7,862
2152
$237K ﹤0.01%
1,262
-186
2153
$237K ﹤0.01%
12,276
+1,216
2154
$237K ﹤0.01%
2,333
+137
2155
$237K ﹤0.01%
6,121
-566
2156
$237K ﹤0.01%
5,916
-1,323
2157
$237K ﹤0.01%
6,459
-70
2158
$237K ﹤0.01%
6,836
+442
2159
$237K ﹤0.01%
3,571
+287
2160
$236K ﹤0.01%
3,666
-145
2161
$236K ﹤0.01%
11,606
-8,450
2162
$236K ﹤0.01%
1,920
+15
2163
$236K ﹤0.01%
15,812
+4,750
2164
$236K ﹤0.01%
+9,240
2165
$235K ﹤0.01%
+11,289
2166
$234K ﹤0.01%
+16,347
2167
$234K ﹤0.01%
1,179
+22
2168
$234K ﹤0.01%
10,061
-2,035
2169
$234K ﹤0.01%
4,852
+348
2170
$233K ﹤0.01%
+10,375
2171
$233K ﹤0.01%
+1,295
2172
$233K ﹤0.01%
2,245
+10
2173
$232K ﹤0.01%
+989
2174
$232K ﹤0.01%
43,635
+7,053
2175
$232K ﹤0.01%
2,453
-380
85 86
87
88 89