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
$52.2B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,012
New
Increased
Reduced
Closed

Top Buys

1
+$454M
2
+$225M
3
+$221M
4
AAPL icon
Apple
AAPL
+$219M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$201M

Top Sells

1
+$327M
2
+$189M
3
+$70.1M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$55.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$33.9M

Sector Composition

1 Technology 12.59%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Healthcare 4.26%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$334K ﹤0.01%
+5,208
2277
$333K ﹤0.01%
3,799
-11
2278
$333K ﹤0.01%
+5,062
2279
$332K ﹤0.01%
9,778
+1,022
2280
$332K ﹤0.01%
+13,852
2281
$331K ﹤0.01%
19,592
+209
2282
$330K ﹤0.01%
5,120
+2,410
2283
$329K ﹤0.01%
+19,483
2284
$329K ﹤0.01%
+7,538
2285
$328K ﹤0.01%
7,679
+3,002
2286
$328K ﹤0.01%
55,858
+6,976
2287
$328K ﹤0.01%
3,164
+447
2288
$328K ﹤0.01%
+9,975
2289
$328K ﹤0.01%
+13,883
2290
$327K ﹤0.01%
9,094
+1,756
2291
$327K ﹤0.01%
1,292
+87
2292
$327K ﹤0.01%
+7,256
2293
$327K ﹤0.01%
+8,601
2294
$326K ﹤0.01%
33,545
+5,735
2295
$326K ﹤0.01%
+12,975
2296
$326K ﹤0.01%
30,359
+2,065
2297
$325K ﹤0.01%
27,876
+7,852
2298
$325K ﹤0.01%
1,339
+8
2299
$324K ﹤0.01%
55,374
+7,558
2300
$324K ﹤0.01%
+8,177
90 91
92
93 94