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
2401
– –
-2,100
2402
– –
-27,600
2403
– –
-15,919
2404
– –
-12,096
2405
– –
-22,283
2406
– –
-4,843
2407
– –
-11,556
2408
– –
-24,324
2409
– –
-2,099
2410
– –
-6,754
2411
– –
-1,333
2412
– –
-4,347
2413
– –
-14,317
2414
– –
-13,449
2415
– –
-9,828
2416
– –
-286
2417
– –
-10,931
2418
– –
-17,276
2419
– –
-8,203
2420
– –
-1,640
2421
– –
-14,280
2422
– –
-12,838
2423
– –
-14,574
2424
– –
-10,000
2425
– –
-2,282
95 96
97
98 99