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
2201
$200K ﹤0.01%
70,081
-20,606
2202
$200K ﹤0.01%
2,560
-2,181
2203
$200K ﹤0.01%
13,259
-22
2204
$198K ﹤0.01%
15,640
+210
2205
$198K ﹤0.01%
+4,420
2206
$198K ﹤0.01%
27,508
-6,994
2207
$197K ﹤0.01%
11,873
+70
2208
$196K ﹤0.01%
16,452
-1,099
2209
$195K ﹤0.01%
19,620
2210
$193K ﹤0.01%
12,342
-86
2211
$192K ﹤0.01%
20,500
2212
$189K ﹤0.01%
+11,059
2213
$189K ﹤0.01%
14,234
-1,280
2214
$187K ﹤0.01%
44,185
+1,157
2215
$183K ﹤0.01%
+14,861
2216
$181K ﹤0.01%
12,596
-2,494
2217
$179K ﹤0.01%
28,564
+2,850
2218
$178K ﹤0.01%
14,510
+1,556
2219
$177K ﹤0.01%
21,994
+1,781
2220
$175K ﹤0.01%
14,378
-1,570
2221
$173K ﹤0.01%
+12,576
2222
$173K ﹤0.01%
15,719
-679
2223
$171K ﹤0.01%
13,772
-4,335
2224
$171K ﹤0.01%
14,441
-10,991
2225
$170K ﹤0.01%
+24,213
87 88
89
90 91