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
$1.58B
AUM Growth
-$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$4.74M
3
+$4.66M
4
PFE icon
Pfizer
PFE
+$4.35M
5
WMT icon
Walmart
WMT
+$3.49M

Top Sells

1
+$21.6M
2
+$17.5M
3
+$11.7M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$11.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$9.17M

Sector Composition

1 Technology 2.65%
2 Healthcare 1.79%
3 Financials 1.47%
4 Consumer Discretionary 1.41%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
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