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
1126
$3.12M 0.01%
8,447
+524
1127
$3.11M 0.01%
19,663
-17,909
1128
$3.11M 0.01%
14,336
+10,986
1129
$3.09M 0.01%
72,276
+17,101
1130
$3.09M 0.01%
104,188
-1,148
1131
$3.09M 0.01%
58,786
+31,977
1132
$3.09M 0.01%
5,110
+9
1133
$3.08M 0.01%
159,225
+22,188
1134
$3.05M 0.01%
229,471
+105,633
1135
$3.03M 0.01%
31,328
+775
1136
$3.03M 0.01%
83,304
+3,961
1137
$3.03M 0.01%
71,875
+3,146
1138
$3.03M 0.01%
62,511
-7,514
1139
$3.02M 0.01%
38,140
-7,925
1140
$3.01M 0.01%
167,163
-1,072
1141
$3.01M 0.01%
2,490
+288
1142
$3.01M 0.01%
53,482
-2,190
1143
$3M 0.01%
59,781
+9,989
1144
$3M 0.01%
10,546
+454
1145
$2.99M 0.01%
133,193
-9,159
1146
$2.98M ﹤0.01%
32,969
-2,113
1147
$2.98M ﹤0.01%
24,161
-1,326
1148
$2.97M ﹤0.01%
36,417
-6,363
1149
$2.97M ﹤0.01%
35,757
-2,188
1150
$2.97M ﹤0.01%
116,736
+18,817
44 45
46
47 48