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
2176
$232K ﹤0.01%
4,776
+337
2177
$231K ﹤0.01%
14,234
+5,128
2178
$231K ﹤0.01%
38,436
+2,585
2179
$231K ﹤0.01%
10,471
2180
$231K ﹤0.01%
17,046
-7,167
2181
$231K ﹤0.01%
+11,100
2182
$230K ﹤0.01%
3,715
-40
2183
$230K ﹤0.01%
36,126
-2,597
2184
$230K ﹤0.01%
11,373
+713
2185
$230K ﹤0.01%
6,268
2186
$230K ﹤0.01%
+9,615
2187
$229K ﹤0.01%
+12,131
2188
$229K ﹤0.01%
13,776
+477
2189
$229K ﹤0.01%
3,013
+453
2190
$228K ﹤0.01%
+2,226
2191
$228K ﹤0.01%
3,878
+27
2192
$228K ﹤0.01%
+3,263
2193
$227K ﹤0.01%
325
+5
2194
$227K ﹤0.01%
6,840
+572
2195
$227K ﹤0.01%
+9,894
2196
$226K ﹤0.01%
+10,069
2197
$226K ﹤0.01%
5,422
-57
2198
$226K ﹤0.01%
6,282
2199
$225K ﹤0.01%
+1,877
2200
$224K ﹤0.01%
7,012
+276
86 87
88
89 90