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
2326
$51.6K ﹤0.01%
20,903
-259
2327
$51.1K ﹤0.01%
4,372
-10
2328
$50.9K ﹤0.01%
32,239
2329
$50.4K ﹤0.01%
63,465
+135
2330
$49.9K ﹤0.01%
20,628
+2,592
2331
$49.9K ﹤0.01%
49,915
2332
$48.9K ﹤0.01%
+10,594
2333
$44.5K ﹤0.01%
18,639
2334
$42.8K ﹤0.01%
854
-566
2335
$41.2K ﹤0.01%
15,500
2336
$41.1K ﹤0.01%
30,000
2337
$37.9K ﹤0.01%
616
+99
2338
$37.6K ﹤0.01%
16,512
+78
2339
$37.5K ﹤0.01%
+10,323
2340
$35.2K ﹤0.01%
16,000
+1,200
2341
$33.3K ﹤0.01%
11,400
-500
2342
$32.9K ﹤0.01%
49,095
+14,095
2343
$32.3K ﹤0.01%
2,387
2344
$32.2K ﹤0.01%
+10,319
2345
$31.6K ﹤0.01%
19,987
+881
2346
$31.4K ﹤0.01%
+11,721
2347
$30.8K ﹤0.01%
12,268
+2,134
2348
$29.2K ﹤0.01%
27,037
+11,946
2349
$28.4K ﹤0.01%
20,400
+1,887
2350
$28.2K ﹤0.01%
741
+30
92 93
94
95 96