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
951
$4.44M 0.01%
49,317
+11,453
952
$4.43M 0.01%
35,655
+6,642
953
$4.43M 0.01%
47,268
+30,007
954
$4.43M 0.01%
74,826
-3,985
955
$4.4M 0.01%
15,729
-19,443
956
$4.4M 0.01%
32,988
+5,477
957
$4.39M 0.01%
45,443
-1,245
958
$4.38M 0.01%
205,136
+29,213
959
$4.37M 0.01%
83,531
+2,681
960
$4.35M 0.01%
169,778
+27,273
961
$4.33M 0.01%
74,861
+120
962
$4.31M 0.01%
82,607
-11,493
963
$4.29M 0.01%
134,937
-609
964
$4.28M 0.01%
74,381
+29,797
965
$4.26M 0.01%
101,296
+173
966
$4.25M 0.01%
113,824
-2,014
967
$4.24M 0.01%
159,224
-9,604
968
$4.24M 0.01%
137,890
-53,917
969
$4.22M 0.01%
121,067
-3,328
970
$4.22M 0.01%
95,457
+44,227
971
$4.21M 0.01%
171,968
-16,371
972
$4.21M 0.01%
68,459
+2,874
973
$4.2M 0.01%
56,277
+3,143
974
$4.2M 0.01%
91,624
-23,600
975
$4.19M 0.01%
34,872
+1,734
37 38
39
40 41