Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
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 11.26%
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
2401
– –
-15,061
2402
– –
-1,268
2403
– –
-4,843
2404
– –
-259,410
2405
– –
-4,708
2406
– –
-60,809
2407
– –
-196
2408
– –
-1,677
2409
– –
-1,817
2410
– –
-7,242
2411
– –
-3,738
2412
– –
-11,912
2413
– –
-3,012
2414
– –
-23,879
2415
– –
-7,273
2416
– –
-7,535
2417
– –
-20,637
2418
– –
-10,000
2419
– –
-17,983
2420
– –
-15,075
2421
– –
-2,100
2422
– –
-27,600
2423
– –
-15,919
2424
– –
-12,096
2425
– –
-22,283
95 96
97
98 99