Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.95%
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
+$512M
2
+$377M
3
+$364M
4
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$243M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$194M

Top Sells

1
+$409M
2
+$392M
3
+$272M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$203M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$156M

Sector Composition

1 Technology 11.27%
2 Financials 5.71%
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
2426
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-7,242
2427
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-3,738
2428
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-11,912
2429
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2430
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2431
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-7,273
2432
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-7,535
2433
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-20,637
2434
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-10,000
2435
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-17,983
2436
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-15,075
2437
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-1,268
2438
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-2,100
2439
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-27,600
2440
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-15,919
2441
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-12,096
2442
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2443
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2444
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-11,556
2445
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2446
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-259,410
2447
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2448
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-8,394
2449
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-11,244
2450
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-3,208
95 96 97
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