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
876
$5.24M 0.01%
84,788
-16,855
877
$5.24M 0.01%
464,815
-38,057
878
$5.24M 0.01%
252,986
-15,937
879
$5.23M 0.01%
339,549
-5,922
880
$5.19M 0.01%
9,476
-16,945
881
$5.15M 0.01%
59,552
+264
882
$5.14M 0.01%
106,142
-5,780
883
$5.13M 0.01%
27,674
-1,429
884
$5.13M 0.01%
40,663
+1,314
885
$5.12M 0.01%
136,360
-10,426
886
$5.09M 0.01%
118,737
-38,399
887
$5.08M 0.01%
137,654
+4,704
888
$5.07M 0.01%
152,742
-495
889
$5.06M 0.01%
54,892
-252
890
$5.06M 0.01%
55,915
-822
891
$5.06M 0.01%
50,250
+1,164
892
$5.05M 0.01%
10,339
+3,411
893
$5.04M 0.01%
273,715
+572
894
$5.04M 0.01%
81,978
-51,036
895
$5.04M 0.01%
101,929
-13,640
896
$5.03M 0.01%
70,716
-3,354
897
$4.97M 0.01%
64,648
+15,133
898
$4.96M 0.01%
104,838
+9,304
899
$4.95M 0.01%
236,051
+28,634
900
$4.95M 0.01%
64,372
+34,720
34 35
36
37 38