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
$1.77B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$15M
3
+$13.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$10.9M

Top Sells

1
+$28.2M
2
+$10.4M
3
+$8.42M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$5.59M
5
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$4.55M

Sector Composition

1 Technology 2.85%
2 Healthcare 1.66%
3 Financials 1.42%
4 Industrials 1.19%
5 Consumer Staples 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
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