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
2351
$27.6K ﹤0.01%
1,502
-250
2352
$26.6K ﹤0.01%
+19,886
2353
$23.1K ﹤0.01%
17,082
2354
$20.9K ﹤0.01%
15,946
-19
2355
$20K ﹤0.01%
769
2356
$19.9K ﹤0.01%
15,157
-2,987
2357
$18.5K ﹤0.01%
518
-99
2358
$17.4K ﹤0.01%
500
2359
$16K ﹤0.01%
149
-50
2360
$15.9K ﹤0.01%
10,489
2361
$15.8K ﹤0.01%
1,366
+160
2362
$15.1K ﹤0.01%
2,573
2363
$13.3K ﹤0.01%
10,206
2364
$11K ﹤0.01%
16,705
+1,470
2365
$10.2K ﹤0.01%
14,285
2366
$8.7K ﹤0.01%
1,000
-4,761
2367
$7.74K ﹤0.01%
310
2368
$7.72K ﹤0.01%
13,675
2369
$7.49K ﹤0.01%
11,019
2370
$6.57K ﹤0.01%
617
-52
2371
$5.92K ﹤0.01%
+78
2372
$4.96K ﹤0.01%
23,610
2373
$1.92K ﹤0.01%
133
+46
2374
$653 ﹤0.01%
61
2375
– –
-40,170
93 94
95
96 97