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
2326
$162K ﹤0.01%
+11,296
2327
$161K ﹤0.01%
37,331
+2,522
2328
$161K ﹤0.01%
15,338
+225
2329
$159K ﹤0.01%
+19,458
2330
$159K ﹤0.01%
58,191
+5,839
2331
$157K ﹤0.01%
12,696
-364
2332
$156K ﹤0.01%
21,120
+1,372
2333
$156K ﹤0.01%
20,916
+78
2334
$156K ﹤0.01%
+19,819
2335
$154K ﹤0.01%
12,081
+1,393
2336
$150K ﹤0.01%
36,156
+4,902
2337
$150K ﹤0.01%
11,202
-3,032
2338
$148K ﹤0.01%
11,672
+597
2339
$148K ﹤0.01%
+10,087
2340
$147K ﹤0.01%
12,467
-90
2341
$147K ﹤0.01%
16,842
2342
$146K ﹤0.01%
11,494
+126
2343
$146K ﹤0.01%
11,174
2344
$146K ﹤0.01%
+10,177
2345
$145K ﹤0.01%
+10,255
2346
$145K ﹤0.01%
+16,020
2347
$144K ﹤0.01%
12,525
-787
2348
$143K ﹤0.01%
15,052
2349
$141K ﹤0.01%
26,308
-2,256
2350
$141K ﹤0.01%
56,724
+21,170
92 93
94
95 96