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
2276
$107K ﹤0.01%
10,990
2277
$106K ﹤0.01%
10,266
-1,959
2278
$106K ﹤0.01%
67,952
+12,533
2279
$104K ﹤0.01%
101,368
+65,442
2280
$104K ﹤0.01%
18,829
-22,368
2281
$104K ﹤0.01%
+12,086
2282
$104K ﹤0.01%
10,353
+132
2283
$103K ﹤0.01%
50,000
-35,000
2284
$102K ﹤0.01%
18,354
+2,640
2285
$102K ﹤0.01%
50,936
-43,880
2286
$101K ﹤0.01%
+10,231
2287
$100K ﹤0.01%
11,362
2288
$100K ﹤0.01%
12,700
+1,300
2289
$99.7K ﹤0.01%
35,980
+9
2290
$99.4K ﹤0.01%
25,360
+3,038
2291
$98.6K ﹤0.01%
+5,798
2292
$98.2K ﹤0.01%
79,183
+2,350
2293
$98.1K ﹤0.01%
22,719
-10,237
2294
$98.1K ﹤0.01%
35,554
+21,000
2295
$97.6K ﹤0.01%
15,178
+350
2296
$96.7K ﹤0.01%
15,060
+1,449
2297
$96.5K ﹤0.01%
10,340
2298
$93.7K ﹤0.01%
13,124
+283
2299
$91.2K ﹤0.01%
+13,801
2300
$90.8K ﹤0.01%
11,850
90 91
92
93 94