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
2451
$27K ﹤0.01%
30,000
2452
$25.9K ﹤0.01%
20,400
2453
$25.8K ﹤0.01%
14,472
-10,022
2454
$25.2K ﹤0.01%
833
+92
2455
$25.1K ﹤0.01%
70,095
+21,000
2456
$24.8K ﹤0.01%
10,128
-2,140
2457
$23.6K ﹤0.01%
+11,006
2458
$23.5K ﹤0.01%
18,952
-1,035
2459
$22.6K ﹤0.01%
26,925
-112
2460
$22.6K ﹤0.01%
+14,560
2461
$20.8K ﹤0.01%
+16,671
2462
$19.7K ﹤0.01%
+10,000
2463
$19.1K ﹤0.01%
994
+476
2464
$18.9K ﹤0.01%
2,387
2465
$18.1K ﹤0.01%
22,019
+6,862
2466
$17.5K ﹤0.01%
10,489
2467
$15.8K ﹤0.01%
17,086
+4
2468
$15.2K ﹤0.01%
15,987
+41
2469
$15.1K ﹤0.01%
21,872
+5,167
2470
$14.7K ﹤0.01%
63,739
2471
$14.2K ﹤0.01%
449
-167
2472
$13.9K ﹤0.01%
770
+1
2473
$13.8K ﹤0.01%
1,502
2474
$11.1K ﹤0.01%
+10,666
2475
$10.4K ﹤0.01%
2,573
97 98
99
100 101