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
2901
$216K ﹤0.01%
+8,341
2902
$216K ﹤0.01%
+5,720
2903
$216K ﹤0.01%
+7,293
2904
$216K ﹤0.01%
+21,502
2905
$215K ﹤0.01%
3,728
-2,282
2906
$215K ﹤0.01%
+4,560
2907
$215K ﹤0.01%
+3,730
2908
$215K ﹤0.01%
+2,487
2909
$215K ﹤0.01%
5,366
-10,118
2910
$215K ﹤0.01%
+10,465
2911
$215K ﹤0.01%
+4,511
2912
$215K ﹤0.01%
+9,259
2913
$215K ﹤0.01%
5,407
-2,497
2914
$215K ﹤0.01%
4,197
-1,648
2915
$215K ﹤0.01%
23,164
+5,372
2916
$214K ﹤0.01%
+4,810
2917
$214K ﹤0.01%
+15,341
2918
$213K ﹤0.01%
+2,126
2919
$213K ﹤0.01%
21,627
+4,789
2920
$213K ﹤0.01%
+1,127
2921
$213K ﹤0.01%
+4,135
2922
$213K ﹤0.01%
12,652
-3,139
2923
$212K ﹤0.01%
+4,557
2924
$212K ﹤0.01%
+5,331
2925
$212K ﹤0.01%
+10,614
115 116
117
118 119