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
2826
$238K ﹤0.01%
+9,066
2827
$237K ﹤0.01%
3,570
-396
2828
$237K ﹤0.01%
12,748
+2,433
2829
$237K ﹤0.01%
+4,760
2830
$237K ﹤0.01%
+4,047
2831
$236K ﹤0.01%
16,492
-1,037
2832
$236K ﹤0.01%
+4,338
2833
$236K ﹤0.01%
27,021
+12,468
2834
$236K ﹤0.01%
16,524
+3,046
2835
$236K ﹤0.01%
7,406
-13,204
2836
$235K ﹤0.01%
+3,327
2837
$235K ﹤0.01%
+2,396
2838
$235K ﹤0.01%
+8,428
2839
$235K ﹤0.01%
+3,858
2840
$235K ﹤0.01%
+5,673
2841
$234K ﹤0.01%
5,669
-1,400
2842
$234K ﹤0.01%
+2,465
2843
$233K ﹤0.01%
+1,897
2844
$233K ﹤0.01%
+5,537
2845
$233K ﹤0.01%
+5,270
2846
$233K ﹤0.01%
18,062
-23,326
2847
$233K ﹤0.01%
+3,936
2848
$232K ﹤0.01%
+6,661
2849
$231K ﹤0.01%
6,033
-457
2850
$231K ﹤0.01%
+7,080
112 113
114
115 116