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
2251
$143K ﹤0.01%
+16,387
2252
$142K ﹤0.01%
15,052
2253
$142K ﹤0.01%
31,869
+6,201
2254
$142K ﹤0.01%
42,917
+193
2255
$141K ﹤0.01%
12,798
-6,548
2256
$141K ﹤0.01%
+39,785
2257
$141K ﹤0.01%
31,254
-17,865
2258
$140K ﹤0.01%
35,067
+7,628
2259
$140K ﹤0.01%
14,253
-1,640
2260
$138K ﹤0.01%
31,118
-92
2261
$136K ﹤0.01%
52,352
+10,865
2262
$134K ﹤0.01%
10,203
+187
2263
$128K ﹤0.01%
21,642
-702
2264
$124K ﹤0.01%
20,197
-1,804
2265
$122K ﹤0.01%
27,730
+4,150
2266
$120K ﹤0.01%
34,913
+4,677
2267
$120K ﹤0.01%
13,271
-25
2268
$118K ﹤0.01%
+15,049
2269
$117K ﹤0.01%
11,060
2270
$117K ﹤0.01%
10,215
-810
2271
$117K ﹤0.01%
8,466
+370
2272
$116K ﹤0.01%
20,170
2273
$116K ﹤0.01%
+14,821
2274
$116K ﹤0.01%
20,745
+10,085
2275
$114K ﹤0.01%
+12,264
89 90
91
92 93