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
2201
$223K ﹤0.01%
13,635
-4,658
2202
$223K ﹤0.01%
13,252
+3,330
2203
$223K ﹤0.01%
9,640
+481
2204
$222K ﹤0.01%
+5,354
2205
$222K ﹤0.01%
37,521
+4,191
2206
$222K ﹤0.01%
+2,053
2207
$221K ﹤0.01%
3,902
+564
2208
$221K ﹤0.01%
2,607
+130
2209
$220K ﹤0.01%
+4,282
2210
$220K ﹤0.01%
+7,252
2211
$220K ﹤0.01%
5,327
+100
2212
$219K ﹤0.01%
16,490
-1,261
2213
$219K ﹤0.01%
6,688
+2,865
2214
$219K ﹤0.01%
+1,437
2215
$219K ﹤0.01%
3,561
+138
2216
$219K ﹤0.01%
+5,723
2217
$218K ﹤0.01%
+2,387
2218
$218K ﹤0.01%
5,156
+250
2219
$218K ﹤0.01%
3,099
+86
2220
$218K ﹤0.01%
4,626
+90
2221
$218K ﹤0.01%
+3,802
2222
$217K ﹤0.01%
+1,800
2223
$217K ﹤0.01%
1,719
-216
2224
$217K ﹤0.01%
23,000
+2,500
2225
$216K ﹤0.01%
+7,058
87 88
89
90 91