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
2651
$290K ﹤0.01%
879
+43
2652
$289K ﹤0.01%
+13,453
2653
$289K ﹤0.01%
+27,139
2654
$289K ﹤0.01%
+7,223
2655
$289K ﹤0.01%
+6,780
2656
$288K ﹤0.01%
+6,175
2657
$288K ﹤0.01%
+1,151
2658
$288K ﹤0.01%
+8,666
2659
$287K ﹤0.01%
8,923
+484
2660
$287K ﹤0.01%
+32,223
2661
$287K ﹤0.01%
9,702
-848
2662
$286K ﹤0.01%
5,907
+16
2663
$285K ﹤0.01%
+9,763
2664
$285K ﹤0.01%
2,764
-251
2665
$285K ﹤0.01%
2,377
-75,327
2666
$285K ﹤0.01%
+11,695
2667
$285K ﹤0.01%
27,282
-137
2668
$284K ﹤0.01%
+9,203
2669
$284K ﹤0.01%
+7,410
2670
$284K ﹤0.01%
+2,958
2671
$284K ﹤0.01%
4,009
+398
2672
$283K ﹤0.01%
+8,316
2673
$283K ﹤0.01%
+10,244
2674
$283K ﹤0.01%
5,865
-811
2675
$283K ﹤0.01%
5,960
105 106
107
108 109