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
2226
$169K ﹤0.01%
10,688
-221
2227
$168K ﹤0.01%
+28,523
2228
$168K ﹤0.01%
11,062
+217
2229
$166K ﹤0.01%
13,650
2230
$165K ﹤0.01%
19,071
+2,781
2231
$164K ﹤0.01%
10,974
+147
2232
$164K ﹤0.01%
34,809
+3,971
2233
$162K ﹤0.01%
21,354
-467
2234
$162K ﹤0.01%
12,105
+1,508
2235
$162K ﹤0.01%
13,460
-1,800
2236
$161K ﹤0.01%
19,809
-564
2237
$161K ﹤0.01%
+15,113
2238
$160K ﹤0.01%
19,617
+4,628
2239
$160K ﹤0.01%
20,838
+75
2240
$158K ﹤0.01%
+10,634
2241
$158K ﹤0.01%
13,060
+1,869
2242
$157K ﹤0.01%
13,312
-8,757
2243
$156K ﹤0.01%
11,368
2244
$156K ﹤0.01%
13,271
+159
2245
$153K ﹤0.01%
11,174
2246
$150K ﹤0.01%
13,630
+94
2247
$148K ﹤0.01%
+10,063
2248
$146K ﹤0.01%
12,557
-4,106
2249
$144K ﹤0.01%
+19,748
2250
$144K ﹤0.01%
16,842
88 89
90
91 92