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
476
$16.6M 0.03%
118,392
+2,261
477
$16.5M 0.03%
688,750
+76,538
478
$16.5M 0.03%
322,421
+58,522
479
$16.5M 0.03%
8,895
+3,810
480
$16.5M 0.03%
265,300
+80,431
481
$16.5M 0.03%
52,102
+9,276
482
$16.4M 0.03%
50,266
+15,975
483
$16.4M 0.03%
190,564
-14,201
484
$16.4M 0.03%
399,948
-19,666
485
$16.3M 0.03%
407,806
-4,905
486
$16M 0.03%
180,509
+81,706
487
$16M 0.03%
125,582
+42,753
488
$16M 0.03%
+420,566
489
$16M 0.03%
168,738
+59,498
490
$16M 0.03%
146,056
-1,238
491
$15.9M 0.03%
90,225
+8,115
492
$15.8M 0.03%
274,770
+5,778
493
$15.8M 0.03%
702,059
+35,459
494
$15.7M 0.03%
125,825
+47,919
495
$15.5M 0.03%
186,816
+5,006
496
$15.5M 0.03%
242,829
-12,147
497
$15.4M 0.03%
357,482
+88,381
498
$15.4M 0.03%
659,594
+2,296
499
$15.3M 0.03%
46,145
+14,487
500
$15.3M 0.03%
304,377
-47,525
18 19
20
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