Wealth Enhancement Advisory Services Portfolio holdings
AUM
$60.4B
This Quarter Return
+8.58%
1 Year Return
+15.61%
3 Year Return
+48.2%
5 Year Return
+69.03%
10 Year Return
+118.46%
AUM
$38.7B
AUM Growth
+$38.7B
(+12%)
Cap. Flow
+$1.83B
Cap. Flow
% of AUM
4.74%
Top 10 Holdings %
Top 10 Hldgs %
23.45%
Holding
2,478
New
217
Increased
1,184
Reduced
884
Closed
100
Top Buys
| 1 |
ALPS Smith Core Plus Bond ETF
SMTH
|
$511M |
| 2 |
JPMorgan US Momentum Factor ETF
JMOM
|
$404M |
| 3 |
Avantis US Large Cap Value ETF
AVLV
|
$391M |
| 4 |
Angel Oak UltraShort Income ETF
UYLD
|
$243M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$203M |
Top Sells
Sector Composition
| 1 | Technology | 11.27% |
| 2 | Financials | 5.7% |
| 3 | Healthcare | 4.76% |
| 4 | Industrials | 4.26% |
| 5 | Consumer Discretionary | 4.22% |
