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
$7.17B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$67.1M
2
+$48.3M
3
+$43.7M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$36.7M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$33.8M

Top Sells

1
+$18.9M
2
+$9.67M
3
+$9.1M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$8.97M
5
META icon
Meta Platforms (Facebook)
META
+$8.17M

Sector Composition

1 Technology 2.02%
2 Healthcare 1.18%
3 Financials 1%
4 Consumer Discretionary 0.68%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.08M 0.03%
18,346
+7,892
202
$2M 0.03%
+9,042
203
$1.92M 0.03%
14,409
+1,010
204
$1.9M 0.03%
+5,033
205
$1.84M 0.03%
13,112
+553
206
$1.84M 0.03%
29,189
-13,038
207
$1.82M 0.03%
+30,684
208
$1.82M 0.03%
+36,740
209
$1.8M 0.03%
17,211
+3,168
210
$1.75M 0.02%
21,690
+9,357
211
$1.73M 0.02%
9,516
+1,809
212
$1.69M 0.02%
+7,708
213
$1.66M 0.02%
4,655
-271
214
$1.65M 0.02%
7,051
-9,373
215
$1.62M 0.02%
25,703
-83,923
216
$1.62M 0.02%
34,163
-476
217
$1.57M 0.02%
19,846
-3,261
218
$1.55M 0.02%
+3,217
219
$1.53M 0.02%
+33,373
220
$1.51M 0.02%
+7,252
221
$1.5M 0.02%
+11,700
222
$1.49M 0.02%
23,495
-1,543
223
$1.45M 0.02%
62,434
+14,390
224
$1.45M 0.02%
6,749
-2,669
225
$1.42M 0.02%
35,429
+5,603
7 8
9
10 11