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
2251
$212K ﹤0.01%
157,946
-99
2252
$211K ﹤0.01%
+3,085
2253
$211K ﹤0.01%
8,616
-87
2254
$211K ﹤0.01%
7,035
+5
2255
$211K ﹤0.01%
7,441
+1,025
2256
$210K ﹤0.01%
9,000
-149
2257
$210K ﹤0.01%
8,074
-462
2258
$210K ﹤0.01%
1,895
-96
2259
$210K ﹤0.01%
4,878
-1,068,669
2260
$210K ﹤0.01%
+3,094
2261
$209K ﹤0.01%
2,000
+171
2262
$208K ﹤0.01%
+8,367
2263
$208K ﹤0.01%
2,494
+88
2264
$208K ﹤0.01%
1,036
-389
2265
$208K ﹤0.01%
+9,918
2266
$207K ﹤0.01%
+5,239
2267
$207K ﹤0.01%
9,446
+446
2268
$207K ﹤0.01%
6,406
-2,349
2269
$207K ﹤0.01%
+5,170
2270
$206K ﹤0.01%
4,046
+60
2271
$206K ﹤0.01%
19,937
-1,416
2272
$206K ﹤0.01%
5,696
+566
2273
$206K ﹤0.01%
38,084
-23,003
2274
$205K ﹤0.01%
3,625
+301
2275
$205K ﹤0.01%
+3,621
89 90
91
92 93