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
1176
$2.86M ﹤0.01%
43,486
-5,689
1177
$2.86M ﹤0.01%
46,203
+1,102
1178
$2.85M ﹤0.01%
65,935
-15,849
1179
$2.85M ﹤0.01%
25,154
-12,466
1180
$2.85M ﹤0.01%
8,703
+5,424
1181
$2.84M ﹤0.01%
40,505
+16,558
1182
$2.84M ﹤0.01%
110,864
+11,095
1183
$2.83M ﹤0.01%
84,220
-12,048
1184
$2.83M ﹤0.01%
75,722
+10,384
1185
$2.83M ﹤0.01%
40,274
+4,011
1186
$2.83M ﹤0.01%
61,952
+896
1187
$2.82M ﹤0.01%
17,495
+7,348
1188
$2.81M ﹤0.01%
19,369
+10,649
1189
$2.81M ﹤0.01%
46,209
+3,984
1190
$2.81M ﹤0.01%
+27,120
1191
$2.8M ﹤0.01%
23,781
+3,977
1192
$2.8M ﹤0.01%
300,400
+45,411
1193
$2.78M ﹤0.01%
50,297
-3,006
1194
$2.77M ﹤0.01%
5,361
+2,124
1195
$2.77M ﹤0.01%
131,996
+20,373
1196
$2.77M ﹤0.01%
43,132
+8,192
1197
$2.77M ﹤0.01%
59,566
+49,143
1198
$2.76M ﹤0.01%
59,396
+5,218
1199
$2.76M ﹤0.01%
23,798
-446
1200
$2.75M ﹤0.01%
164,369
+11,766
46 47
48
49 50