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
$52.2B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,012
New
Increased
Reduced
Closed

Top Buys

1
+$454M
2
+$225M
3
+$221M
4
AAPL icon
Apple
AAPL
+$219M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$201M

Top Sells

1
+$327M
2
+$189M
3
+$70.1M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$55.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$33.9M

Sector Composition

1 Technology 12.59%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Healthcare 4.26%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2376
$294K ﹤0.01%
895
+38
2377
$294K ﹤0.01%
8,440
+734
2378
$294K ﹤0.01%
5,175
+795
2379
$294K ﹤0.01%
+7,924
2380
$294K ﹤0.01%
+10,658
2381
$293K ﹤0.01%
710
+70
2382
$293K ﹤0.01%
+4,369
2383
$292K ﹤0.01%
60,144
-41,252
2384
$292K ﹤0.01%
1,865
+347
2385
$292K ﹤0.01%
3,264
+32
2386
$292K ﹤0.01%
335
+6
2387
$291K ﹤0.01%
+20,912
2388
$291K ﹤0.01%
65,622
-23,970
2389
$290K ﹤0.01%
2,334
+206
2390
$290K ﹤0.01%
3,267
+288
2391
$290K ﹤0.01%
+4,316
2392
$290K ﹤0.01%
10,384
-1,617
2393
$289K ﹤0.01%
+6,379
2394
$289K ﹤0.01%
5,094
+384
2395
$289K ﹤0.01%
+36,735
2396
$289K ﹤0.01%
16,468
+3,889
2397
$288K ﹤0.01%
8,523
-67
2398
$288K ﹤0.01%
+4,116
2399
$286K ﹤0.01%
26,673
+10,925
2400
$286K ﹤0.01%
+2,665
94 95
96
97 98