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
1001
$3.98M 0.01%
11,365
-254
1002
$3.98M 0.01%
19,770
-4,329
1003
$3.97M 0.01%
112,029
+15,922
1004
$3.97M 0.01%
52,226
+1,367
1005
$3.96M 0.01%
42,904
+4,867
1006
$3.96M 0.01%
256,196
+242,347
1007
$3.95M 0.01%
48,074
+8,933
1008
$3.93M 0.01%
110,080
-3,615
1009
$3.93M 0.01%
53,319
+14,979
1010
$3.91M 0.01%
126,105
-11,371
1011
$3.86M 0.01%
49,255
+7,540
1012
$3.84M 0.01%
25,147
+18,551
1013
$3.84M 0.01%
11,860
+3,948
1014
$3.84M 0.01%
729,734
+48,573
1015
$3.83M 0.01%
22,176
+2,002
1016
$3.82M 0.01%
+23,132
1017
$3.82M 0.01%
75,593
+2,513
1018
$3.8M 0.01%
6,811
+1,652
1019
$3.8M 0.01%
26,947
-6,917
1020
$3.8M 0.01%
75,676
+29,292
1021
$3.79M 0.01%
69,158
+333
1022
$3.78M 0.01%
77,925
+36,886
1023
$3.78M 0.01%
156,452
+846
1024
$3.78M 0.01%
184,596
+1,735
1025
$3.78M 0.01%
61,922
-3,518
39 40
41
42 43