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
701
$8.2M 0.01%
49,812
+15,705
702
$8.19M 0.01%
26,973
-1,166
703
$8.19M 0.01%
+154,672
704
$8.18M 0.01%
81,168
+47,731
705
$8.18M 0.01%
118,176
+89,068
706
$8.17M 0.01%
143,469
+1,940
707
$8.13M 0.01%
87,942
+3,147
708
$8.09M 0.01%
52,959
+1,145
709
$8.07M 0.01%
177,221
-187,180
710
$8.02M 0.01%
319,214
-6,636
711
$8M 0.01%
45,355
+13,751
712
$7.97M 0.01%
355,708
-37,809
713
$7.89M 0.01%
64,749
+2,733
714
$7.89M 0.01%
+341,577
715
$7.81M 0.01%
43,909
+927
716
$7.8M 0.01%
224,140
+206,978
717
$7.74M 0.01%
65,402
+4,874
718
$7.67M 0.01%
15,683
-12
719
$7.67M 0.01%
299,084
-44,089
720
$7.63M 0.01%
76,174
-9,566
721
$7.61M 0.01%
77,292
-635
722
$7.61M 0.01%
141,958
-1,240
723
$7.6M 0.01%
164,004
-8,862
724
$7.58M 0.01%
32,920
+1,262
725
$7.58M 0.01%
83,359
+4,272
27 28
29
30 31