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
2551
$331K ﹤0.01%
852
+66
2552
$331K ﹤0.01%
+16,119
2553
$330K ﹤0.01%
9,460
2554
$330K ﹤0.01%
+1,658
2555
$328K ﹤0.01%
+15,538
2556
$327K ﹤0.01%
3,842
+580
2557
$326K ﹤0.01%
+19,029
2558
$326K ﹤0.01%
+22,530
2559
$325K ﹤0.01%
4,930
+199
2560
$325K ﹤0.01%
+8,271
2561
$325K ﹤0.01%
14,591
+568
2562
$325K ﹤0.01%
7,310
2563
$324K ﹤0.01%
15,198
+5,161
2564
$322K ﹤0.01%
+12,709
2565
$322K ﹤0.01%
5,691
-322
2566
$322K ﹤0.01%
9,895
2567
$321K ﹤0.01%
15,937
+49
2568
$321K ﹤0.01%
+6,113
2569
$321K ﹤0.01%
+2,633
2570
$320K ﹤0.01%
+6,905
2571
$320K ﹤0.01%
24,370
2572
$320K ﹤0.01%
+6,547
2573
$320K ﹤0.01%
2,718
-429
2574
$319K ﹤0.01%
27,993
-287
2575
$317K ﹤0.01%
42,104
+6,499
101 102
103
104 105