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
3126
$92.4K ﹤0.01%
12,774
-219
3127
$91.6K ﹤0.01%
+14,163
3128
$91.3K ﹤0.01%
11,656
+1,352
3129
$90.6K ﹤0.01%
+14,051
3130
$90.6K ﹤0.01%
+16,589
3131
$87.7K ﹤0.01%
+11,111
3132
$87.6K ﹤0.01%
10,892
-6,300
3133
$87.6K ﹤0.01%
+11,042
3134
$86.9K ﹤0.01%
+22,000
3135
$86.8K ﹤0.01%
+21,765
3136
$86.5K ﹤0.01%
15,993
+4,031
3137
$86.4K ﹤0.01%
16,294
+483
3138
$86.3K ﹤0.01%
10,079
-1,562
3139
$85.1K ﹤0.01%
16,551
-2,001
3140
$84.8K ﹤0.01%
+11,308
3141
$84.5K ﹤0.01%
+14,677
3142
$83.9K ﹤0.01%
17,379
-5
3143
$83.7K ﹤0.01%
26,156
-44,242
3144
$82.7K ﹤0.01%
11,757
-2,633
3145
$81.7K ﹤0.01%
37,128
+1,512
3146
$81.3K ﹤0.01%
13,668
+1,333
3147
$80.9K ﹤0.01%
26,007
+13,777
3148
$80.7K ﹤0.01%
10,225
-6
3149
$77.8K ﹤0.01%
11,853
-3,584
3150
$77.4K ﹤0.01%
+19,216
124 125
126
127 128