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
$34.4B
AUM Growth
+$4.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,377
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$103M
3
+$72.8M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$72.3M
5
IBM icon
IBM
IBM
+$69.1M

Top Sells

1
+$122M
2
+$59.9M
3
+$39.1M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$33.5M
5
PXD
Pioneer Natural Resource Co.
PXD
+$31.1M

Sector Composition

1 Technology 11.14%
2 Financials 5.53%
3 Healthcare 4.79%
4 Industrials 4.33%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$25.6K ﹤0.01%
32,239
+2,000
2227
$25.5K ﹤0.01%
15,965
+19
2228
$23.4K ﹤0.01%
1,333
2229
$22.6K ﹤0.01%
517
+19
2230
$20.7K ﹤0.01%
18,144
-870
2231
$20K ﹤0.01%
1,206
+6
2232
$19.6K ﹤0.01%
+500
2233
$19.4K ﹤0.01%
769
2234
$19.3K ﹤0.01%
286
-37
2235
$19K ﹤0.01%
+35,000
2236
$18.8K ﹤0.01%
10,000
-100
2237
$17.3K ﹤0.01%
+14,800
2238
$16.8K ﹤0.01%
27,600
2239
$16.8K ﹤0.01%
20,100
2240
$16.3K ﹤0.01%
15,091
-2,043
2241
$12.2K ﹤0.01%
669
-360
2242
$12.1K ﹤0.01%
11,019
-2,614
2243
$11.5K ﹤0.01%
+15,235
2244
$10.7K ﹤0.01%
+14,285
2245
$10.7K ﹤0.01%
10,489
2246
$10.6K ﹤0.01%
12,096
+9
2247
$9.98K ﹤0.01%
15,919
-21,650
2248
$9.54K ﹤0.01%
+2,573
2249
$9.29K ﹤0.01%
310
2250
$9.01K ﹤0.01%
1,891
-3
88 89
90
91 92