Wealth Enhancement Advisory Services Portfolio holdings
AUM
$60.4B
This Quarter Return
+3.63%
1 Year Return
+15.61%
3 Year Return
+48.2%
5 Year Return
+69.03%
10 Year Return
+118.46%
AUM
$254M
AUM Growth
–
Cap. Flow
+$254M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.21%
Holding
106
New
106
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$17.5M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$11.9M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$11.8M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$11.6M |
| 5 |
Schwab International Equity ETF
SCHF
|
$10.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 5.96% |
| 2 | Financials | 3.71% |
| 3 | Technology | 3.17% |
| 4 | Utilities | 3.08% |
| 5 | Industrials | 2.16% |
