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
1026
$3.78M 0.01%
135,972
-3,058
1027
$3.77M 0.01%
45,185
-15,382
1028
$3.76M 0.01%
47,894
+2,281
1029
$3.76M 0.01%
155,104
+3,303
1030
$3.75M 0.01%
26,087
-431
1031
$3.75M 0.01%
21,295
-6,177
1032
$3.74M 0.01%
149,216
+2,665
1033
$3.73M 0.01%
17,259
+13,448
1034
$3.72M 0.01%
200,276
-249,813
1035
$3.72M 0.01%
247,862
+12,296
1036
$3.71M 0.01%
96,572
-3,164
1037
$3.71M 0.01%
85,203
+60,563
1038
$3.7M 0.01%
56,058
+27,220
1039
$3.7M 0.01%
82,664
+7,794
1040
$3.7M 0.01%
27,867
+8,818
1041
$3.7M 0.01%
51,686
+27,042
1042
$3.69M 0.01%
91,470
+3,715
1043
$3.69M 0.01%
64,944
-26,335
1044
$3.69M 0.01%
96,583
+57,945
1045
$3.69M 0.01%
64,522
+39,149
1046
$3.68M 0.01%
96,092
+78,612
1047
$3.66M 0.01%
88,504
+40,953
1048
$3.65M 0.01%
33,822
+18,433
1049
$3.65M 0.01%
+157,502
1050
$3.64M 0.01%
185,263
+10,399
40 41
42
43 44