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
2426
$62.2K ﹤0.01%
2,784
+356
2427
$62K ﹤0.01%
45,273
+29,696
2428
$61.2K ﹤0.01%
14,502
+422
2429
$60K ﹤0.01%
15,230
-110,603
2430
$58K ﹤0.01%
10,987
-1,987
2431
$57.9K ﹤0.01%
10,630
+630
2432
$57K ﹤0.01%
19,535
-2,107
2433
$55.8K ﹤0.01%
50,698
-17,254
2434
$55.5K ﹤0.01%
16,044
+744
2435
$53.9K ﹤0.01%
32,480
+11,577
2436
$52.7K ﹤0.01%
25,814
-1,247
2437
$50.6K ﹤0.01%
14,800
-1,200
2438
$49.6K ﹤0.01%
+13,560
2439
$48.7K ﹤0.01%
34,505
+58
2440
$43.8K ﹤0.01%
16,472
+972
2441
$42.4K ﹤0.01%
49,915
2442
$41.9K ﹤0.01%
10,319
2443
$41.8K ﹤0.01%
18,821
+7,100
2444
$38.7K ﹤0.01%
31,956
+17,671
2445
$38.4K ﹤0.01%
13,823
+3,500
2446
$37.7K ﹤0.01%
+11,230
2447
$34.4K ﹤0.01%
+1,667
2448
$34.2K ﹤0.01%
35,102
+2,863
2449
$29.3K ﹤0.01%
11,400
2450
$27.5K ﹤0.01%
+1,711
96 97
98
99 100