Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.95%
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
+$128M
3
+$125M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$117M
5
AAPL icon
Apple
AAPL
+$106M

Top Sells

1
+$131M
2
+$77.9M
3
+$62.1M
4
UNH icon
UnitedHealth
UNH
+$35.8M
5
CBRE icon
CBRE Group
CBRE
+$32.4M

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
1051
$3.62M 0.01%
48,547
+3,098
1052
$3.62M 0.01%
137,174
-3,897
1053
$3.61M 0.01%
24,175
+7,053
1054
$3.59M 0.01%
25,106
-256,105
1055
$3.59M 0.01%
43,651
+19,855
1056
$3.59M 0.01%
12,485
+7,929
1057
$3.55M 0.01%
75,161
+315
1058
$3.54M 0.01%
19,998
+885
1059
$3.54M 0.01%
81,911
+1,866
1060
$3.53M 0.01%
35,779
+11,030
1061
$3.53M 0.01%
105,294
+370
1062
$3.53M 0.01%
15,074
+460
1063
$3.52M 0.01%
507,575
-85,766
1064
$3.51M 0.01%
22,035
+14,701
1065
$3.51M 0.01%
69,114
+452
1066
$3.51M 0.01%
79,254
-11,692
1067
$3.5M 0.01%
124,827
+3,232
1068
$3.5M 0.01%
72,420
+14,040
1069
$3.49M 0.01%
11,902
+160
1070
$3.48M 0.01%
96,481
-58,976
1071
$3.47M 0.01%
+46,014
1072
$3.46M 0.01%
55,804
-5,437
1073
$3.46M 0.01%
9,009
+992
1074
$3.45M 0.01%
16,077
+203
1075
$3.44M 0.01%
82,667
-765
41 42
43
44 45