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WETS
Wealth Enhancement Trust Services Portfolio holdings
AUM
$826M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$826M
AUM Growth
+$34.9M
(+4.4%)
Holding
830
Top Buys
| 1 | +$6.56M | |
| 2 | +$4.39M | |
| 3 | +$4.32M | |
| 4 |
NVIDIA
NVDA
|
+$3.73M |
| 5 |
Broadcom
AVGO
|
+$2.62M |
Top Sells
| 1 | +$2.76M | |
| 2 | +$1.87M | |
| 3 | +$1.47M | |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$1.37M |
| 5 |
Salesforce
CRM
|
+$1.15M |
Sector Composition
| 1 | Technology | 15.4% |
| 2 | Financials | 9.15% |
| 3 | Healthcare | 5.64% |
| 4 | Communication Services | 5.24% |
| 5 | Consumer Discretionary | 4.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
826
Western Midstream Partners
WES
$17.8B
| – | – |
-1,000
|
|
||
827
WEX
WEX
$4.78B
| – | – |
-12
|
|
||
828
W.P. Carey
WPC
$16.5B
| – | – |
-68
|
|
||
829
Willis Towers Watson
WTW
$25.1B
| – | – |
-26
|
|
||
830
State Street Financial Select Sector SPDR ETF
XLF
$51.4B
| – | – |
-5,665
|
|