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
3276
$9.39K ﹤0.01%
+14,267
3277
$8.46K ﹤0.01%
+25,450
3278
$8.17K ﹤0.01%
1,157
-30
3279
$7.37K ﹤0.01%
+81,915
3280
$4.44K ﹤0.01%
10,400
+400
3281
$4.05K ﹤0.01%
10,000
3282
$3.74K ﹤0.01%
134
+8
3283
$2.7K ﹤0.01%
10,816
-16,000
3284
$1.79K ﹤0.01%
500
3285
– –
-6,505
3286
– –
-11,529
3287
– –
-8,929
3288
– –
-13,678
3289
– –
-13,778
3290
– –
-14,775
3291
– –
-4,109
3292
– –
-90,750
3293
– –
-12,446
3294
– –
-15,278
3295
– –
-10,000
3296
– –
-13,769
3297
– –
-7,339
3298
– –
-45,374
3299
– –
-33,138
3300
– –
-4,396
130 131
132
133 134