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
776
$6.74M 0.01%
27,385
+5,215
777
$6.72M 0.01%
81,831
+21,040
778
$6.72M 0.01%
106,099
-20,620
779
$6.71M 0.01%
61,616
+14,687
780
$6.7M 0.01%
14,029
+4,103
781
$6.68M 0.01%
+161,059
782
$6.66M 0.01%
164,778
+55,326
783
$6.66M 0.01%
148,764
+76,932
784
$6.65M 0.01%
74,302
+51,759
785
$6.62M 0.01%
131,169
-15,360
786
$6.59M 0.01%
25,187
+5
787
$6.58M 0.01%
188,584
-4,906
788
$6.57M 0.01%
61,243
+9,293
789
$6.54M 0.01%
118,250
+41,532
790
$6.54M 0.01%
31,297
+21,248
791
$6.54M 0.01%
263,612
+19,643
792
$6.48M 0.01%
169,669
-8,841
793
$6.47M 0.01%
126,468
+12,287
794
$6.46M 0.01%
170,580
+120,277
795
$6.45M 0.01%
59,350
+30,714
796
$6.44M 0.01%
196,493
-1,599
797
$6.43M 0.01%
90,481
-10,830
798
$6.4M 0.01%
101,487
+64,986
799
$6.38M 0.01%
33,654
-4,432
800
$6.37M 0.01%
107,163
+3,416
30 31
32
33 34