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
1076
$3.43M 0.01%
45,887
+38,105
1077
$3.43M 0.01%
60,948
+18,930
1078
$3.42M 0.01%
156,676
+76,232
1079
$3.42M 0.01%
135,326
+4,422
1080
$3.41M 0.01%
86,193
-21,094
1081
$3.41M 0.01%
120,565
-3,790
1082
$3.4M 0.01%
82,627
-23,847
1083
$3.38M 0.01%
50,124
-9,212
1084
$3.38M 0.01%
37,455
+2,811
1085
$3.38M 0.01%
134,584
+77,574
1086
$3.37M 0.01%
69,162
-164,928
1087
$3.36M 0.01%
79,314
-883
1088
$3.35M 0.01%
55,693
-122
1089
$3.34M 0.01%
50,939
-1,433
1090
$3.34M 0.01%
58,427
+8,157
1091
$3.33M 0.01%
20,289
+7,030
1092
$3.33M 0.01%
65,293
-7,572
1093
$3.33M 0.01%
111,960
+88,616
1094
$3.32M 0.01%
61,643
+8,307
1095
$3.32M 0.01%
21,369
+4,972
1096
$3.32M 0.01%
16,388
+942
1097
$3.31M 0.01%
136,417
+44,752
1098
$3.31M 0.01%
62,041
+22,351
1099
$3.3M 0.01%
60,712
-7,872
1100
$3.3M 0.01%
65,546
+14,352
42 43
44
45 46