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
3176
$62.1K ﹤0.01%
32,002
+450
3177
$61.7K ﹤0.01%
29,657
+5,174
3178
$59.8K ﹤0.01%
14,030
+3,282
3179
$59.7K ﹤0.01%
14,918
-7,496
3180
$59.4K ﹤0.01%
15,628
-4,427
3181
$58.7K ﹤0.01%
+13,224
3182
$58.6K ﹤0.01%
+16,184
3183
$58.2K ﹤0.01%
25,758
3184
$57.5K ﹤0.01%
10,910
-13,320
3185
$57.5K ﹤0.01%
+16,520
3186
$57.4K ﹤0.01%
30,550
3187
$57.2K ﹤0.01%
+18,465
3188
$56.3K ﹤0.01%
12,078
-2,922
3189
$55.6K ﹤0.01%
15,837
+1,235
3190
$55K ﹤0.01%
25,597
3191
$54.1K ﹤0.01%
32,613
+9,021
3192
$53.8K ﹤0.01%
12,896
-11,018
3193
$53.1K ﹤0.01%
+13,932
3194
$52.5K ﹤0.01%
11,325
-7,200
3195
$51.4K ﹤0.01%
+10,581
3196
$51.3K ﹤0.01%
15,083
+1,610
3197
$51.3K ﹤0.01%
+11,003
3198
$50.3K ﹤0.01%
36,994
-37,712
3199
$49.8K ﹤0.01%
16,558
+5,843
3200
$49.2K ﹤0.01%
+21,586
126 127
128
129 130