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
2276
$205K ﹤0.01%
5,095
-1,684
2277
$205K ﹤0.01%
47,249
+3,064
2278
$205K ﹤0.01%
+1,920
2279
$204K ﹤0.01%
19,620
2280
$204K ﹤0.01%
2,179
+8
2281
$204K ﹤0.01%
+8,776
2282
$204K ﹤0.01%
833
-158
2283
$203K ﹤0.01%
12,206
-390
2284
$203K ﹤0.01%
1,449
-6
2285
$203K ﹤0.01%
3,699
+466
2286
$202K ﹤0.01%
+9,741
2287
$202K ﹤0.01%
+5,929
2288
$202K ﹤0.01%
7,767
-770
2289
$202K ﹤0.01%
3,065
-2,887
2290
$201K ﹤0.01%
2,707
+161
2291
$201K ﹤0.01%
+3,171
2292
$201K ﹤0.01%
568
+94
2293
$201K ﹤0.01%
683
+38
2294
$200K ﹤0.01%
6,232
-1,334
2295
$200K ﹤0.01%
+9,367
2296
$199K ﹤0.01%
78,234
+19
2297
$198K ﹤0.01%
11,928
+1,713
2298
$197K ﹤0.01%
17,735
+4,105
2299
$196K ﹤0.01%
24,471
+3,565
2300
$196K ﹤0.01%
23,508
+3,311
90 91
92
93 94