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
3251
$22.9K ﹤0.01%
+21,039
3252
$22.5K ﹤0.01%
+10,144
3253
$22.3K ﹤0.01%
18,736
-524
3254
$22.2K ﹤0.01%
18,480
+20
3255
$22.1K ﹤0.01%
+13,969
3256
$21.1K ﹤0.01%
+30,000
3257
$20.6K ﹤0.01%
1,985
-462
3258
$19.9K ﹤0.01%
+1,413
3259
$19.5K ﹤0.01%
+10,781
3260
$19.2K ﹤0.01%
+91,467
3261
$18.8K ﹤0.01%
+20,595
3262
$18.2K ﹤0.01%
+15,522
3263
$18.1K ﹤0.01%
39,279
-1,272
3264
$18K ﹤0.01%
536
+65
3265
$17.9K ﹤0.01%
15,946
-15,946
3266
$16.3K ﹤0.01%
17,083
+2,246
3267
$16.2K ﹤0.01%
2,120
+400
3268
$16K ﹤0.01%
31,956
3269
$15.7K ﹤0.01%
+11,058
3270
$14.9K ﹤0.01%
14,925
-5,475
3271
$14.6K ﹤0.01%
30,000
3272
$12K ﹤0.01%
+16,321
3273
$11K ﹤0.01%
+1,225
3274
$10.9K ﹤0.01%
18,525
-61,512
3275
$9.61K ﹤0.01%
+1,585
129 130
131
132 133