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
801
$6.37M 0.01%
78,321
-2,339
802
$6.36M 0.01%
208,708
-4,030
803
$6.34M 0.01%
33,618
+17,979
804
$6.33M 0.01%
146,593
+21,827
805
$6.32M 0.01%
36,425
-3,225
806
$6.32M 0.01%
84,057
-5,321
807
$6.32M 0.01%
24,880
+18,496
808
$6.26M 0.01%
179,657
+12,757
809
$6.26M 0.01%
22,907
+9,986
810
$6.24M 0.01%
158,595
-2,838
811
$6.24M 0.01%
88,329
+65,850
812
$6.24M 0.01%
134,641
+878
813
$6.22M 0.01%
105,431
+6,745
814
$6.21M 0.01%
124,984
+98,983
815
$6.2M 0.01%
4,073
-904
816
$6.17M 0.01%
120,832
+11,844
817
$6.17M 0.01%
50,448
-5,142
818
$6.16M 0.01%
18,408
+768
819
$6.16M 0.01%
65,961
+1,382
820
$6.15M 0.01%
82,606
+3,917
821
$6.14M 0.01%
100,209
-1,886
822
$6.05M 0.01%
33,666
+3,703
823
$6.01M 0.01%
342,709
+21,224
824
$6M 0.01%
55,116
+7,023
825
$5.99M 0.01%
210,529
-10,493
31 32
33
34 35