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
1276
$2.32M ﹤0.01%
21,804
+8,704
1277
$2.32M ﹤0.01%
28,860
+1,331
1278
$2.32M ﹤0.01%
32,903
-836
1279
$2.31M ﹤0.01%
61,573
-175
1280
$2.31M ﹤0.01%
8,581
+23
1281
$2.3M ﹤0.01%
83,792
+21,742
1282
$2.3M ﹤0.01%
131,939
-18,120
1283
$2.3M ﹤0.01%
43,278
-5,191
1284
$2.29M ﹤0.01%
204,462
-17,312
1285
$2.29M ﹤0.01%
84,576
+50,935
1286
$2.29M ﹤0.01%
19,377
+18
1287
$2.29M ﹤0.01%
39,416
-2,833
1288
$2.28M ﹤0.01%
194,655
+16,148
1289
$2.28M ﹤0.01%
33,439
+6,002
1290
$2.28M ﹤0.01%
57,131
+16,782
1291
$2.27M ﹤0.01%
41,619
-1,734
1292
$2.27M ﹤0.01%
42,652
+943
1293
$2.27M ﹤0.01%
27,133
-352
1294
$2.26M ﹤0.01%
19,795
+7,539
1295
$2.26M ﹤0.01%
41,101
+35,839
1296
$2.26M ﹤0.01%
46,263
+4,037
1297
$2.26M ﹤0.01%
7,360
+1,349
1298
$2.24M ﹤0.01%
31,742
+2,135
1299
$2.24M ﹤0.01%
102,035
-57,210
1300
$2.23M ﹤0.01%
28,784
+12,187
50 51
52
53 54