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
2351
$140K ﹤0.01%
16,270
-117
2352
$140K ﹤0.01%
21,710
+2,639
2353
$139K ﹤0.01%
11,260
-2,200
2354
$137K ﹤0.01%
+109,465
2355
$137K ﹤0.01%
+16,905
2356
$136K ﹤0.01%
14,018
+1,932
2357
$134K ﹤0.01%
13,264
-7
2358
$131K ﹤0.01%
37,346
+1,366
2359
$129K ﹤0.01%
101,396
+28
2360
$128K ﹤0.01%
30,393
+2,663
2361
$128K ﹤0.01%
+16,149
2362
$127K ﹤0.01%
12,773
+1,422
2363
$127K ﹤0.01%
23,782
+5,428
2364
$127K ﹤0.01%
15,303
-35,128
2365
$126K ﹤0.01%
11,321
-3,120
2366
$126K ﹤0.01%
12,071
+1,011
2367
$124K ﹤0.01%
11,513
-2,997
2368
$123K ﹤0.01%
27,320
-4,549
2369
$123K ﹤0.01%
10,192
-11
2370
$123K ﹤0.01%
11,010
-863
2371
$121K ﹤0.01%
12,813
-458
2372
$121K ﹤0.01%
+11,110
2373
$121K ﹤0.01%
98,112
+34,647
2374
$119K ﹤0.01%
31,576
+15,064
2375
$119K ﹤0.01%
53,018
-17,063
93 94
95
96 97