Wealth Enhancement Advisory Services Portfolio holdings
AUM
$45.5B
1-Year Est. Return
21.01%
This Fund
S&P 500
1 Year Est. Return
+21.01%
AUM
$52.2B
AUM Growth
+$5.71B
(+12%)
Holding
3,012
Top Buys
| 1 | +$451M | |
| 2 | +$228M | |
| 3 | +$206M | |
| 4 |
Amazon
AMZN
|
+$206M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$203M |
Top Sells
| 1 | +$343M | |
| 2 | +$190M | |
| 3 | +$70.3M | |
| 4 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$58.2M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$34M |
Sector Composition
| 1 | Technology | 12.59% |
| 2 | Financials | 6.3% |
| 3 | Consumer Discretionary | 4.55% |
| 4 | Healthcare | 4.26% |
| 5 | Industrials | 4.2% |