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
$38.7B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,478
New
Increased
Reduced
Closed

Top Buys

1
+$511M
2
+$404M
3
+$391M
4
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$243M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$203M

Top Sells

1
+$421M
2
+$411M
3
+$287M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$204M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$164M

Sector Composition

1 Technology 11.27%
2 Financials 5.7%
3 Healthcare 4.76%
4 Industrials 4.26%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$39.9M 0.1%
308,236
+2,729
202
$39.5M 0.1%
2,976,098
+10,563
203
$39.1M 0.1%
840,578
-112,525
204
$39.1M 0.1%
387,912
-8,880
205
$38.8M 0.1%
1,176,885
-17,355
206
$38.7M 0.1%
866,082
+272,028
207
$37.7M 0.1%
1,686,802
-29,256
208
$37.4M 0.1%
663,836
-76,175
209
$37M 0.1%
154,466
+37,419
210
$36.2M 0.09%
386,468
+35,864
211
$36.1M 0.09%
712,082
+35,857
212
$36.1M 0.09%
1,254,544
-18,450
213
$36M 0.09%
396,576
+116,669
214
$35.9M 0.09%
513,238
+47,735
215
$35.6M 0.09%
83,646
+2,109
216
$35.5M 0.09%
272,548
+9,639
217
$35.1M 0.09%
808,607
+5,824
218
$34.7M 0.09%
208,298
+5,036
219
$34.5M 0.09%
398,397
+34,083
220
$34.3M 0.09%
82,036
+7,061
221
$33.7M 0.09%
216,248
+17,503
222
$33.7M 0.09%
296,960
-102,333
223
$33.5M 0.09%
1,158,781
-122,234
224
$33.4M 0.09%
432,615
+47,935
225
$33.4M 0.09%
1,351,943
-54,791
7 8
9
10 11