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
3226
$34.3K ﹤0.01%
11,049
-31,339
3227
$34.2K ﹤0.01%
27,591
+5,145
3228
$33.9K ﹤0.01%
+12,121
3229
$33.3K ﹤0.01%
52,000
3230
$32.5K ﹤0.01%
17,203
+3,316
3231
$32.3K ﹤0.01%
+11,154
3232
$32K ﹤0.01%
11,232
-3,758
3233
$31.6K ﹤0.01%
5,857
-1,154
3234
$31.3K ﹤0.01%
35,450
+3,129
3235
$30.7K ﹤0.01%
21,349
-6,790
3236
$30.4K ﹤0.01%
11,283
+1,048
3237
$30.3K ﹤0.01%
22,083
+4,132
3238
$28.3K ﹤0.01%
+10,984
3239
$27.8K ﹤0.01%
+10,000
3240
$27.8K ﹤0.01%
34,275
+1,026
3241
$27.7K ﹤0.01%
30,776
-183
3242
$27.5K ﹤0.01%
20,356
+106
3243
$27.4K ﹤0.01%
14,800
3244
$27.2K ﹤0.01%
+11,305
3245
$26.7K ﹤0.01%
33,729
-48,830
3246
$25.9K ﹤0.01%
+16,840
3247
$25.7K ﹤0.01%
1,794
-7,188
3248
$25.6K ﹤0.01%
18,320
+5,000
3249
$24.5K ﹤0.01%
29,820
+13,862
3250
$23.7K ﹤0.01%
38,722
-19,825
128 129
130
131 132