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
851
$5.6M 0.01%
169,788
-22,353
852
$5.6M 0.01%
27,694
-945
853
$5.52M 0.01%
52,002
-14,929
854
$5.52M 0.01%
103,727
-3,149
855
$5.51M 0.01%
337,422
-8,263
856
$5.49M 0.01%
119,011
+8,975
857
$5.45M 0.01%
49,869
+1,497
858
$5.42M 0.01%
28,258
-676
859
$5.39M 0.01%
34,771
+17,349
860
$5.35M 0.01%
233,154
-2,131
861
$5.34M 0.01%
106,624
-15,789
862
$5.33M 0.01%
157,498
+78,009
863
$5.32M 0.01%
31,923
+6,069
864
$5.31M 0.01%
241,787
+177,464
865
$5.31M 0.01%
124,919
-498
866
$5.31M 0.01%
19,938
+4,140
867
$5.3M 0.01%
198,359
-4,542
868
$5.3M 0.01%
88,539
+2,033
869
$5.3M 0.01%
236,774
+74,464
870
$5.3M 0.01%
246,224
+86,691
871
$5.29M 0.01%
195,474
-3,233
872
$5.29M 0.01%
9,662
-24,083
873
$5.27M 0.01%
122,992
+46,614
874
$5.27M 0.01%
23,313
-2,997
875
$5.25M 0.01%
34,355
+11,762
33 34
35
36 37