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
451
$17.9M 0.03%
80,356
+72,168
452
$17.9M 0.03%
315,022
+49,282
453
$17.9M 0.03%
146,533
+5,780
454
$17.8M 0.03%
191,582
+3,607
455
$17.8M 0.03%
67,849
-3,614
456
$17.8M 0.03%
103,881
+86,286
457
$17.7M 0.03%
162,143
-16,259
458
$17.7M 0.03%
133,644
+5,157
459
$17.6M 0.03%
190,653
-32,785
460
$17.6M 0.03%
127,041
+1,213
461
$17.6M 0.03%
88,468
-582
462
$17.6M 0.03%
39,545
-6,063
463
$17.3M 0.03%
209,369
-25,636
464
$17.3M 0.03%
172,596
-1,826
465
$17.3M 0.03%
143,721
-39,356
466
$17.1M 0.03%
153,661
-8,031
467
$17.1M 0.03%
495,181
-26,846
468
$17M 0.03%
205,107
+61,779
469
$17M 0.03%
178,550
-12,760
470
$16.9M 0.03%
78,818
-10,897
471
$16.9M 0.03%
579,844
+62,970
472
$16.9M 0.03%
218,778
-4,732
473
$16.8M 0.03%
290,303
+96,847
474
$16.6M 0.03%
160,667
+21,581
475
$16.6M 0.03%
640,707
+173,808
17 18
19
20 21