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
2301
$194K ﹤0.01%
14,132
-1,471
2302
$192K ﹤0.01%
47,045
+3,870
2303
$192K ﹤0.01%
18,538
+2,086
2304
$189K ﹤0.01%
+31,419
2305
$186K ﹤0.01%
17,574
-2,052
2306
$185K ﹤0.01%
26,866
-4,618
2307
$184K ﹤0.01%
19,033
+4,780
2308
$184K ﹤0.01%
37,472
-14,076
2309
$181K ﹤0.01%
42,805
-112
2310
$181K ﹤0.01%
24,253
-3,255
2311
$181K ﹤0.01%
14,861
2312
$181K ﹤0.01%
+15,789
2313
$181K ﹤0.01%
+23,788
2314
$180K ﹤0.01%
16,094
+1,716
2315
$179K ﹤0.01%
+11,950
2316
$178K ﹤0.01%
+14,563
2317
$177K ﹤0.01%
11,184
+550
2318
$173K ﹤0.01%
14,008
+236
2319
$171K ﹤0.01%
12,502
-5,506
2320
$171K ﹤0.01%
13,650
2321
$168K ﹤0.01%
50,037
-6,870
2322
$168K ﹤0.01%
14,685
-1,034
2323
$167K ﹤0.01%
+23,459
2324
$165K ﹤0.01%
38,988
+3,921
2325
$164K ﹤0.01%
14,156
+800
91 92
93
94 95