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
901
$4.94M 0.01%
97,989
-1,102
902
$4.94M 0.01%
336,495
+50,829
903
$4.91M 0.01%
251,251
-6,714
904
$4.9M 0.01%
24,453
-3,037
905
$4.89M 0.01%
196,002
-99,974
906
$4.88M 0.01%
10,795
-19,413
907
$4.87M 0.01%
163,749
-45,520
908
$4.87M 0.01%
199,482
+26,562
909
$4.84M 0.01%
+161,863
910
$4.83M 0.01%
37,161
-4,760
911
$4.83M 0.01%
95,797
-6,841
912
$4.82M 0.01%
19,109
-269
913
$4.81M 0.01%
116,978
-45,371
914
$4.8M 0.01%
160,191
+8,975
915
$4.79M 0.01%
133,410
+59,302
916
$4.79M 0.01%
107,470
-18,898
917
$4.76M 0.01%
123,338
+20,206
918
$4.74M 0.01%
47,827
+10,161
919
$4.72M 0.01%
154,984
+24,229
920
$4.71M 0.01%
50,586
+7,997
921
$4.7M 0.01%
16,804
+851
922
$4.7M 0.01%
107,988
+2,554
923
$4.69M 0.01%
100,360
-12,195
924
$4.69M 0.01%
109,054
+11,018
925
$4.68M 0.01%
89,612
-4,480
35 36
37
38 39