Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
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
+$129M
3
+$128M
4
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$126M
5
MSFT icon
Microsoft
MSFT
+$113M

Top Sells

1
+$150M
2
+$78.1M
3
+$59.3M
4
CBRE icon
CBRE Group
CBRE
+$36.7M
5
UNH icon
UnitedHealth
UNH
+$28.9M

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
2951
$207K ﹤0.01%
+2,295
2952
$206K ﹤0.01%
+2,896
2953
$206K ﹤0.01%
+1,547
2954
$206K ﹤0.01%
+9,062
2955
$206K ﹤0.01%
+41,037
2956
$206K ﹤0.01%
12,650
-2,625
2957
$205K ﹤0.01%
+8,209
2958
$205K ﹤0.01%
55,590
+14,290
2959
$205K ﹤0.01%
+4,408
2960
$205K ﹤0.01%
4,162
-3,604
2961
$205K ﹤0.01%
2,718
-25,611
2962
$204K ﹤0.01%
+7,097
2963
$204K ﹤0.01%
+3,447
2964
$203K ﹤0.01%
+8,109
2965
$202K ﹤0.01%
+1,459
2966
$202K ﹤0.01%
+893
2967
$202K ﹤0.01%
443
-425
2968
$202K ﹤0.01%
39,648
-21,859
2969
$202K ﹤0.01%
+6,939
2970
$202K ﹤0.01%
+3,264
2971
$201K ﹤0.01%
+15,058
2972
$201K ﹤0.01%
+1,920
2973
$201K ﹤0.01%
13,545
+6
2974
$201K ﹤0.01%
+6,444
2975
$201K ﹤0.01%
+8,804
117 118
119
120 121