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
976
$4.19M 0.01%
123,280
+16,639
977
$4.18M 0.01%
53,168
+9,016
978
$4.17M 0.01%
31,687
-277
979
$4.17M 0.01%
69,771
+5,533
980
$4.17M 0.01%
64,544
+17,118
981
$4.16M 0.01%
119,170
+31,069
982
$4.14M 0.01%
27,216
+14,440
983
$4.14M 0.01%
94,317
+4,789
984
$4.14M 0.01%
210,523
-1,382
985
$4.13M 0.01%
82,669
+34,478
986
$4.13M 0.01%
40,940
-3,967
987
$4.1M 0.01%
157,096
-2,391
988
$4.07M 0.01%
13,808
+9,198
989
$4.07M 0.01%
5,169
+612
990
$4.06M 0.01%
115,437
+17,359
991
$4.06M 0.01%
134,480
+112,539
992
$4.05M 0.01%
51,324
+15,448
993
$4.05M 0.01%
101,896
-21,305
994
$4.05M 0.01%
126,281
+2,217
995
$4.04M 0.01%
14,617
+2,131
996
$4.04M 0.01%
132,304
-221
997
$4.04M 0.01%
176,754
+20,855
998
$4.03M 0.01%
151,136
+31,199
999
$4.01M 0.01%
33,071
+10,272
1000
$4.01M 0.01%
82,296
-14,930
38 39
40
41 42