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
826
$5.98M 0.01%
36,267
+477
827
$5.98M 0.01%
370,197
+224,159
828
$5.97M 0.01%
60,701
+1,257
829
$5.95M 0.01%
12,772
+207
830
$5.95M 0.01%
43,614
-6,010
831
$5.9M 0.01%
26,552
-1,382
832
$5.89M 0.01%
+198,657
833
$5.87M 0.01%
8,092
-17,349
834
$5.87M 0.01%
164,541
-5,403
835
$5.87M 0.01%
163,984
+8,697
836
$5.86M 0.01%
9,965
-3,797
837
$5.85M 0.01%
39,511
-3,458
838
$5.78M 0.01%
64,062
-2,859
839
$5.78M 0.01%
40,102
+5,170
840
$5.77M 0.01%
18,985
+631
841
$5.75M 0.01%
356,897
+14,830
842
$5.74M 0.01%
53,112
-2,493
843
$5.72M 0.01%
24,541
+745
844
$5.68M 0.01%
144,049
-1,074
845
$5.67M 0.01%
133,756
-1,626
846
$5.67M 0.01%
82,835
+3,100
847
$5.65M 0.01%
7,124
-36
848
$5.64M 0.01%
238,237
+5,538
849
$5.64M 0.01%
89,967
+18,111
850
$5.62M 0.01%
116,963
+2,724
32 33
34
35 36