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
2176
$207K ﹤0.01%
22,928
-10,831
2177
$207K ﹤0.01%
+2,406
2178
$207K ﹤0.01%
13,000
-43,434
2179
$206K ﹤0.01%
+7,872
2180
$206K ﹤0.01%
5,585
-5,271
2181
$206K ﹤0.01%
3,765
-699
2182
$205K ﹤0.01%
+6,974
2183
$204K ﹤0.01%
+3,284
2184
$204K ﹤0.01%
7,545
-6,967
2185
$204K ﹤0.01%
+5,095
2186
$204K ﹤0.01%
37,669
+5,320
2187
$203K ﹤0.01%
+2,106
2188
$203K ﹤0.01%
+4,483
2189
$202K ﹤0.01%
+1,118
2190
$202K ﹤0.01%
4,317
-3,744
2191
$202K ﹤0.01%
+1,642
2192
$202K ﹤0.01%
4,043
-82
2193
$202K ﹤0.01%
11,075
-156
2194
$202K ﹤0.01%
10,328
-878
2195
$202K ﹤0.01%
+1,033
2196
$201K ﹤0.01%
+3,338
2197
$201K ﹤0.01%
+2,171
2198
$201K ﹤0.01%
+5,471
2199
$201K ﹤0.01%
474
-202
2200
$200K ﹤0.01%
+1,829
86 87
88
89 90