Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60.4B
AUM Growth
+$8.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,471
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$128M
3
+$125M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$117M
5
AAPL icon
Apple
AAPL
+$106M

Top Sells

1
+$131M
2
+$77.9M
3
+$62.1M
4
UNH icon
UnitedHealth
UNH
+$35.8M
5
CBRE icon
CBRE Group
CBRE
+$32.4M

Sector Composition

1 Technology 12.76%
2 Financials 6.58%
3 Industrials 4.51%
4 Consumer Discretionary 3.84%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$356K ﹤0.01%
+4,777
2477
$356K ﹤0.01%
+10,338
2478
$356K ﹤0.01%
66,389
-1,158
2479
$355K ﹤0.01%
3,348
-4,691
2480
$355K ﹤0.01%
4,548
-186
2481
$355K ﹤0.01%
31,961
+149
2482
$355K ﹤0.01%
1,468
+77
2483
$355K ﹤0.01%
7,585
-422
2484
$355K ﹤0.01%
8,442
-6
2485
$354K ﹤0.01%
20,993
+4,406
2486
$354K ﹤0.01%
6,032
+235
2487
$353K ﹤0.01%
31,167
+11,517
2488
$353K ﹤0.01%
+8,848
2489
$353K ﹤0.01%
54,944
-5,254
2490
$353K ﹤0.01%
2,015
+195
2491
$352K ﹤0.01%
30,699
2492
$351K ﹤0.01%
16,662
-11,017
2493
$351K ﹤0.01%
14,394
+4,212
2494
$351K ﹤0.01%
5,003
+101
2495
$350K ﹤0.01%
+20,754
2496
$350K ﹤0.01%
4,145
-67
2497
$350K ﹤0.01%
4,828
+496
2498
$349K ﹤0.01%
7,582
+181
2499
$349K ﹤0.01%
3,625
-34,876
2500
$349K ﹤0.01%
+1,687
98 99
100
101 102