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
2926
$212K ﹤0.01%
+3,585
2927
$211K ﹤0.01%
+7,411
2928
$211K ﹤0.01%
+13,137
2929
$211K ﹤0.01%
+13,422
2930
$210K ﹤0.01%
+3,646
2931
$210K ﹤0.01%
8,489
+4,464
2932
$210K ﹤0.01%
+5,548
2933
$210K ﹤0.01%
+4,781
2934
$210K ﹤0.01%
+4,919
2935
$210K ﹤0.01%
+701
2936
$209K ﹤0.01%
11,840
-1,727
2937
$209K ﹤0.01%
+30,483
2938
$209K ﹤0.01%
+5,560
2939
$209K ﹤0.01%
11,168
+12
2940
$208K ﹤0.01%
+4,763
2941
$208K ﹤0.01%
+1,060
2942
$208K ﹤0.01%
+1,059
2943
$208K ﹤0.01%
+5,884
2944
$208K ﹤0.01%
+3,613
2945
$208K ﹤0.01%
+1,153
2946
$207K ﹤0.01%
+21,717
2947
$207K ﹤0.01%
12,893
-269
2948
$207K ﹤0.01%
+3,636
2949
$207K ﹤0.01%
+6,756
2950
$207K ﹤0.01%
+1,915
116 117
118
119 120