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
3201
$48.5K ﹤0.01%
+2,545
3202
$48.2K ﹤0.01%
30,113
+9,739
3203
$47.7K ﹤0.01%
90,550
+21,300
3204
$47.1K ﹤0.01%
+23,807
3205
$47K ﹤0.01%
+10,545
3206
$46.6K ﹤0.01%
62,581
-13,579
3207
$46.5K ﹤0.01%
10,883
3208
$46.3K ﹤0.01%
17,790
-7,238
3209
$45.3K ﹤0.01%
56,625
+300
3210
$45.1K ﹤0.01%
81,247
-3,836
3211
$44.7K ﹤0.01%
13,350
+1,850
3212
$44.4K ﹤0.01%
30,861
+15,549
3213
$44.1K ﹤0.01%
+30,616
3214
$43.6K ﹤0.01%
+13,629
3215
$43.3K ﹤0.01%
+15,933
3216
$43.3K ﹤0.01%
24,735
-2,716
3217
$42K ﹤0.01%
29,387
-695
3218
$41.4K ﹤0.01%
32,336
+14,498
3219
$41K ﹤0.01%
18,799
+5,000
3220
$39.6K ﹤0.01%
35,347
+5,438
3221
$39.4K ﹤0.01%
20,187
-7,419
3222
$38.1K ﹤0.01%
+33,398
3223
$37.8K ﹤0.01%
21,620
+4,255
3224
$36.8K ﹤0.01%
4,405
+2,541
3225
$36.7K ﹤0.01%
5,069
-159
127 128
129
130 131