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
$6.97B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$80.2M
2
+$38.5M
3
+$28.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$23.6M

Top Sells

1
+$16M
2
+$14.5M
3
+$14.1M
4
SPGI icon
S&P Global
SPGI
+$11.6M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$10.2M

Sector Composition

1 Technology 2.22%
2 Healthcare 1.19%
3 Financials 0.85%
4 Consumer Discretionary 0.68%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.33M 0.02%
+34,127
202
$1.33M 0.02%
18,140
-78,951
203
$1.32M 0.02%
6,442
-32,411
204
$1.3M 0.02%
40,410
+1,014
205
$1.3M 0.02%
41,244
+34,295
206
$1.29M 0.02%
+6,548
207
$1.29M 0.02%
35,196
+28,735
208
$1.26M 0.02%
27,094
+3,085
209
$1.24M 0.02%
9,900
+2,284
210
$1.24M 0.02%
+2,608
211
$1.24M 0.02%
+2,131
212
$1.24M 0.02%
+8,863
213
$1.13M 0.02%
+6,744
214
$1.1M 0.02%
21,145
+780
215
$1.05M 0.02%
38,382
216
$1.05M 0.02%
5,747
+416
217
$1.05M 0.02%
2,877
+934
218
$1.01M 0.01%
2,148
+201
219
$979K 0.01%
45,847
+105
220
$973K 0.01%
9,153
-319
221
$972K 0.01%
15,538
222
$969K 0.01%
45,433
+4
223
$954K 0.01%
44,257
+34
224
$950K 0.01%
44,093
+84
225
$914K 0.01%
6,986
+252
7 8
9
10 11