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
1226
$2.58M ﹤0.01%
109,188
+8,967
1227
$2.58M ﹤0.01%
5,763
-164
1228
$2.57M ﹤0.01%
156,132
+6,610
1229
$2.56M ﹤0.01%
133,891
-14,542
1230
$2.55M ﹤0.01%
222,212
-26,460
1231
$2.55M ﹤0.01%
36,038
+6,370
1232
$2.54M ﹤0.01%
38,272
+2,729
1233
$2.53M ﹤0.01%
14,742
+2,823
1234
$2.53M ﹤0.01%
26,442
-2,216
1235
$2.53M ﹤0.01%
101,930
-42,002
1236
$2.52M ﹤0.01%
23,039
+1,583
1237
$2.52M ﹤0.01%
59,388
-5,562
1238
$2.52M ﹤0.01%
25,718
+10,075
1239
$2.52M ﹤0.01%
49,107
+21,606
1240
$2.5M ﹤0.01%
13,731
-7,678
1241
$2.49M ﹤0.01%
36,177
+298
1242
$2.49M ﹤0.01%
10,493
+2,415
1243
$2.49M ﹤0.01%
75,249
+26,705
1244
$2.48M ﹤0.01%
56,921
+3,734
1245
$2.48M ﹤0.01%
30,634
-458
1246
$2.48M ﹤0.01%
40,141
-5,698
1247
$2.47M ﹤0.01%
19,107
+13,301
1248
$2.46M ﹤0.01%
73,959
-62,219
1249
$2.46M ﹤0.01%
290,594
+77,866
1250
$2.45M ﹤0.01%
33,774
+19,931
48 49
50
51 52