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
2726
$263K ﹤0.01%
+2,083
2727
$263K ﹤0.01%
+10,229
2728
$263K ﹤0.01%
+2,490
2729
$263K ﹤0.01%
+12,591
2730
$262K ﹤0.01%
+21,184
2731
$262K ﹤0.01%
+15,580
2732
$261K ﹤0.01%
+6,405
2733
$261K ﹤0.01%
38,566
+23,295
2734
$260K ﹤0.01%
+883
2735
$260K ﹤0.01%
+7,964
2736
$260K ﹤0.01%
+10,698
2737
$260K ﹤0.01%
3,586
2738
$260K ﹤0.01%
+10,578
2739
$259K ﹤0.01%
+10,617
2740
$259K ﹤0.01%
6,121
-619
2741
$259K ﹤0.01%
+846
2742
$259K ﹤0.01%
10,792
-807
2743
$259K ﹤0.01%
23,763
+3,300
2744
$259K ﹤0.01%
11,751
-343
2745
$258K ﹤0.01%
3,314
-1,032
2746
$258K ﹤0.01%
+2,480
2747
$258K ﹤0.01%
5,376
-1,285
2748
$257K ﹤0.01%
+12,685
2749
$257K ﹤0.01%
6,634
-22,740
2750
$256K ﹤0.01%
+10,650
108 109
110
111 112