Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $52.3B
AUM
$52.3B
AUM Growth
+$75.9M
Cap. Flow
+$1.28B
Cap. Flow %
2.44%
Top 10 Hldgs %
23.14%
Holding
3,156
New
280
Increased
1,557
Reduced
1,033
Closed
222

Top Buys

1
$526M
2
$314M
3
$114M
4
$113M
5
$92.5M

Top Sells

1
$333M
2
$175M
3
$149M
4
$123M
5
$97.5M

Sector Composition

1Technology11.44%
2Financials6.64%
3Healthcare4.39%
4Industrials4.34%
5Consumer Discretionary3.68%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$382K0%14,449
-2,564
-15%
-$67.8K
$382K0%62,122
-6,691
-10%
-$41.2K
$381K0%3,858
+204
+6%
+$20.2K
$381K0%6,848
+173
+3%
+$9.62K
$381K0%7,354
+19
+0.3%
+$984
$381K0%4,999
+20
+0.4%
+$1.52K
$380K0%7,640
-600
-7%
-$29.8K
$380K0%4,734
-242
-5%
-$19.4K
$379K0%26,878
+15,092
+128%
+$213K
$379K0%15,639
-1,301
-8%
-$31.5K
$379K0%5,738
-1,232
-18%
-$81.3K
$379K0%20,963
+3,885
+23%
+$70.2K
$379K0%30,699
+434
+1%
+$5.35K
$378K0%2,314
-154
-6%
-$25.2K
$377K0%92,781
+81,107
+695%
+$329K
$376K0%9,665
+918
+11%
+$35.7K
$376K0%1,574
-5,368
-77%
-$1.28M
$375K0%7,539 New
+$375K
$375K0%26,463
-19,512
-42%
-$276K
$375K0%17,812
+1,632
+10%
+$34.4K
$374K0%21,234
+9,125
+75%
+$161K
$374K0%22,308 New
+$374K
$374K0%10,289
+31
+0.3%
+$1.13K
$373K0%9,536
-15,221
-61%
-$595K
$373K0%4,615
+871
+23%
+$70.4K
1 8889909192126