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
$42.1B
AUM Growth
+$3.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$184M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$124M
5
AAPL icon
Apple
AAPL
+$98.9M

Top Sells

1
+$45.9M
2
+$34.9M
3
+$32.2M
4
JNPR
Juniper Networks
JNPR
+$27.3M
5
PLD icon
Prologis
PLD
+$25.5M

Sector Composition

1 Technology 12.2%
2 Financials 5.63%
3 Healthcare 4.49%
4 Industrials 3.94%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$216K ﹤0.01%
+11,091
2227
$216K ﹤0.01%
+7,289
2228
$216K ﹤0.01%
3,555
-4
2229
$216K ﹤0.01%
+8,915
2230
$216K ﹤0.01%
+5,018
2231
$215K ﹤0.01%
16,209
-19
2232
$215K ﹤0.01%
+4,261
2233
$215K ﹤0.01%
+3,245
2234
$215K ﹤0.01%
+4,064
2235
$215K ﹤0.01%
+5,406
2236
$215K ﹤0.01%
+4,508
2237
$215K ﹤0.01%
+3,294
2238
$215K ﹤0.01%
4,303
+260
2239
$215K ﹤0.01%
1,144
-3
2240
$214K ﹤0.01%
13,677
+3,614
2241
$214K ﹤0.01%
+1,260
2242
$214K ﹤0.01%
5,826
-190
2243
$214K ﹤0.01%
+10,000
2244
$214K ﹤0.01%
10,528
-531
2245
$213K ﹤0.01%
13,943
-634
2246
$213K ﹤0.01%
+1,075
2247
$213K ﹤0.01%
4,215
-2,445
2248
$213K ﹤0.01%
4,483
2249
$212K ﹤0.01%
4,292
+74
2250
$212K ﹤0.01%
10,348
+23
88 89
90
91 92