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
2301
$88.3K ﹤0.01%
11,967
-442
2302
$87.5K ﹤0.01%
+10,203
2303
$85.1K ﹤0.01%
11,351
-17
2304
$82.7K ﹤0.01%
+11,490
2305
$82.4K ﹤0.01%
+61,521
2306
$80.4K ﹤0.01%
14,063
+1,188
2307
$75.6K ﹤0.01%
15,750
+864
2308
$75K ﹤0.01%
+10,103
2309
$73.9K ﹤0.01%
15,366
-5,567
2310
$73K ﹤0.01%
12,058
+155
2311
$71.8K ﹤0.01%
24,494
-7,682
2312
$71.8K ﹤0.01%
2,428
+275
2313
$71.7K ﹤0.01%
14,080
+1,289
2314
$71K ﹤0.01%
2,491
+354
2315
$70.6K ﹤0.01%
27,061
-7,727
2316
$69.9K ﹤0.01%
10,304
-373
2317
$67.8K ﹤0.01%
18,832
-206
2318
$67.8K ﹤0.01%
15,300
-1,428
2319
$65.5K ﹤0.01%
12,974
-29,051
2320
$65.4K ﹤0.01%
14,429
+77
2321
$58.4K ﹤0.01%
15,577
-897
2322
$57.2K ﹤0.01%
+11,261
2323
$57.1K ﹤0.01%
10,000
2324
$56.8K ﹤0.01%
34,447
2325
$54.8K ﹤0.01%
63,739
+44,126
91 92
93
94 95