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
2401
$92.4K ﹤0.01%
85,582
+24,061
2402
$89.1K ﹤0.01%
20,257
-2,462
2403
$88.7K ﹤0.01%
+13,608
2404
$87.8K ﹤0.01%
15,193
+133
2405
$86.9K ﹤0.01%
50,816
-120
2406
$84.3K ﹤0.01%
17,109
-2,700
2407
$83K ﹤0.01%
12,451
+484
2408
$81.9K ﹤0.01%
11,992
-1,809
2409
$81.7K ﹤0.01%
30,602
+9,974
2410
$81.1K ﹤0.01%
15,773
+5,469
2411
$80.8K ﹤0.01%
3,095
+604
2412
$78.9K ﹤0.01%
34,910
+16,271
2413
$78.7K ﹤0.01%
12,316
-10,612
2414
$78.6K ﹤0.01%
+12,905
2415
$78.3K ﹤0.01%
12,765
+707
2416
$76.4K ﹤0.01%
10,000
-2,700
2417
$75K ﹤0.01%
1,883
+1,029
2418
$74.3K ﹤0.01%
10,141
-212
2419
$74.2K ﹤0.01%
12,004
+743
2420
$70.6K ﹤0.01%
69,183
-10,000
2421
$69.1K ﹤0.01%
18,982
+150
2422
$67.1K ﹤0.01%
13,163
-900
2423
$66.6K ﹤0.01%
13,732
-1,634
2424
$65K ﹤0.01%
14,514
-1,236
2425
$64.1K ﹤0.01%
+9,640
95 96
97
98 99