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
2851
$231K ﹤0.01%
+4,821
2852
$231K ﹤0.01%
+3,707
2853
$231K ﹤0.01%
+2,154
2854
$231K ﹤0.01%
+7,179
2855
$231K ﹤0.01%
+5,525
2856
$230K ﹤0.01%
+2,861
2857
$230K ﹤0.01%
14,781
-408
2858
$229K ﹤0.01%
97,924
-19,238
2859
$229K ﹤0.01%
+6,434
2860
$229K ﹤0.01%
+25,076
2861
$229K ﹤0.01%
+6,219
2862
$227K ﹤0.01%
+9,730
2863
$227K ﹤0.01%
+3,850
2864
$227K ﹤0.01%
9,988
-858
2865
$227K ﹤0.01%
+6,915
2866
$227K ﹤0.01%
+3,015
2867
$227K ﹤0.01%
26,147
-801
2868
$227K ﹤0.01%
2,421
-91
2869
$226K ﹤0.01%
19,480
+7,660
2870
$226K ﹤0.01%
+1,719
2871
$225K ﹤0.01%
+10,280
2872
$225K ﹤0.01%
+3,641
2873
$225K ﹤0.01%
+7,599
2874
$225K ﹤0.01%
+2,456
2875
$224K ﹤0.01%
+1,737
113 114
115
116 117