Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.83B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$12.3M
3
+$10.6M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$9.88M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$9.5M

Top Sells

1
+$4.75M
2
+$3.62M
3
+$3.22M
4
HON icon
Honeywell
HON
+$3.04M
5
PFE icon
Pfizer
PFE
+$2.28M

Sector Composition

1 Technology 1.97%
2 Financials 1.51%
3 Healthcare 1.23%
4 Consumer Discretionary 0.92%
5 Consumer Staples 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$219K 0.01%
4,122
+34
202
$218K 0.01%
+1,035
203
$217K 0.01%
4,192
204
$203K 0.01%
5,469
-61,351
205
$202K 0.01%
+2,190
206
$175K 0.01%
3,155
-69
207
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208
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209
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211
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212
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213
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214
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216
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