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
$3.82B
AUM Growth
+$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$28M
3
+$13.3M
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$11.7M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$9.14M

Top Sells

1
+$10.8M
2
+$5.41M
3
+$5.22M
4
DUK icon
Duke Energy
DUK
+$4.36M
5
MCD icon
McDonald's
MCD
+$3.66M

Sector Composition

1 Technology 2.32%
2 Healthcare 1.2%
3 Financials 1.18%
4 Consumer Discretionary 0.98%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$249K 0.01%
2,637
-15,664
202
$225K 0.01%
1,908
203
$208K 0.01%
29,201
204
$73K ﹤0.01%
2,138
-83
205
– –
-47,178
206
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-157,375
207
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-39,705
208
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-13,644
209
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-17,806
210
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-28,139
211
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-11,531
212
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0
213
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-19,909
214
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215
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216
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217
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218
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220
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221
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224
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