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
676
$9.02M 0.01%
90,046
+8,704
677
$8.94M 0.01%
109,120
+5,783
678
$8.94M 0.01%
84,234
-1,715
679
$8.85M 0.01%
93,456
+289
680
$8.84M 0.01%
83,724
-1,914
681
$8.8M 0.01%
67,769
+8,789
682
$8.72M 0.01%
30,737
+5,092
683
$8.7M 0.01%
232,829
+42,342
684
$8.66M 0.01%
118,665
-9,727
685
$8.62M 0.01%
4,307
+15
686
$8.61M 0.01%
154,326
+22,591
687
$8.61M 0.01%
100,986
-16,442
688
$8.6M 0.01%
170,092
+153,896
689
$8.53M 0.01%
85,385
+295
690
$8.49M 0.01%
48,930
+7,473
691
$8.49M 0.01%
95,184
+23,028
692
$8.43M 0.01%
34,863
-5,682
693
$8.41M 0.01%
36,253
+3,962
694
$8.35M 0.01%
270,115
+10,204
695
$8.35M 0.01%
157,832
-6,988
696
$8.34M 0.01%
97,806
-10,208
697
$8.33M 0.01%
173,709
+7,000
698
$8.33M 0.01%
80,906
-27,757
699
$8.32M 0.01%
102,704
-10,413
700
$8.24M 0.01%
+170,151
26 27
28
29 30