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
926
$4.68M 0.01%
55,507
+294
927
$4.66M 0.01%
19,189
-44
928
$4.65M 0.01%
101,288
-27,930
929
$4.64M 0.01%
34,964
+1,549
930
$4.64M 0.01%
40,882
-1,720
931
$4.63M 0.01%
13,017
+165
932
$4.6M 0.01%
136,206
+17,704
933
$4.58M 0.01%
28,323
+8,977
934
$4.58M 0.01%
136,588
+961
935
$4.57M 0.01%
21,603
+192
936
$4.56M 0.01%
10,988
+5,490
937
$4.56M 0.01%
+193,283
938
$4.55M 0.01%
103,869
-5,745
939
$4.52M 0.01%
332,384
+50,067
940
$4.51M 0.01%
+150,280
941
$4.51M 0.01%
182,832
+825
942
$4.5M 0.01%
59,802
-20,676
943
$4.49M 0.01%
104,610
-1,097
944
$4.49M 0.01%
33,960
+22,096
945
$4.48M 0.01%
33,887
-17,195
946
$4.48M 0.01%
88,317
+16,268
947
$4.48M 0.01%
67,518
-412
948
$4.47M 0.01%
48,282
+261
949
$4.46M 0.01%
20,865
-542
950
$4.45M 0.01%
22,247
+14,498
36 37
38
39 40