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
651
$9.44M 0.02%
11,866
-937
652
$9.44M 0.02%
87,336
-7,669
653
$9.41M 0.02%
226,233
-577,310
654
$9.4M 0.02%
207,340
+20,606
655
$9.4M 0.02%
749,758
+8,481
656
$9.39M 0.02%
29,208
-18,114
657
$9.38M 0.02%
428,357
+14,834
658
$9.36M 0.02%
456,200
-59,682
659
$9.34M 0.02%
356,869
-16,084
660
$9.33M 0.02%
138,318
-10,929
661
$9.3M 0.02%
182,790
+72,813
662
$9.29M 0.02%
29,515
+4,443
663
$9.28M 0.02%
385,540
+9,451
664
$9.26M 0.02%
469,408
+30,453
665
$9.25M 0.02%
84,772
+4,884
666
$9.24M 0.02%
61,403
+185
667
$9.24M 0.02%
123,936
-11,129
668
$9.24M 0.02%
50,139
-65,055
669
$9.19M 0.02%
+318,098
670
$9.15M 0.02%
311,007
-32,916
671
$9.12M 0.02%
+248,246
672
$9.05M 0.02%
250,142
+6,903
673
$9.05M 0.02%
84,651
+1,571
674
$9.04M 0.02%
95,262
-1,854
675
$9.02M 0.01%
31,713
+23,367
25 26
27
28 29