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
726
$7.57M 0.01%
26,612
+13,088
727
$7.54M 0.01%
43,270
+4,565
728
$7.53M 0.01%
66,545
+7,209
729
$7.52M 0.01%
60,551
+18,157
730
$7.52M 0.01%
183,021
+297
731
$7.48M 0.01%
150,193
+11,935
732
$7.43M 0.01%
358,460
+85,302
733
$7.4M 0.01%
48,559
+29,889
734
$7.39M 0.01%
299,200
+2,563
735
$7.38M 0.01%
93,403
-14,829
736
$7.34M 0.01%
33,034
+1,152
737
$7.33M 0.01%
40,047
+4,878
738
$7.33M 0.01%
281,761
+27,669
739
$7.31M 0.01%
15,993
+218
740
$7.3M 0.01%
+149,493
741
$7.29M 0.01%
93,885
+3,570
742
$7.28M 0.01%
148,438
+74,439
743
$7.27M 0.01%
169,679
-4,834
744
$7.27M 0.01%
22,393
+16,077
745
$7.24M 0.01%
45,222
+1,219
746
$7.17M 0.01%
180,815
+106,968
747
$7.17M 0.01%
343,747
-19,835
748
$7.16M 0.01%
88,216
-1,910
749
$7.14M 0.01%
72,807
+47,683
750
$7.13M 0.01%
79,315
+40
28 29
30
31 32