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
1351
$1.99M ﹤0.01%
18,783
-203
1352
$1.97M ﹤0.01%
16,551
-2,164
1353
$1.97M ﹤0.01%
12,065
-1,525
1354
$1.97M ﹤0.01%
54,707
+7,733
1355
$1.96M ﹤0.01%
74,345
+191
1356
$1.96M ﹤0.01%
191,392
+78,790
1357
$1.96M ﹤0.01%
31,168
-3,605
1358
$1.96M ﹤0.01%
86,931
+2,423
1359
$1.95M ﹤0.01%
6,076
-1,200
1360
$1.95M ﹤0.01%
98,833
-2,003
1361
$1.94M ﹤0.01%
139,400
-115,149
1362
$1.93M ﹤0.01%
43,863
+21,012
1363
$1.93M ﹤0.01%
34,747
-94
1364
$1.93M ﹤0.01%
20,774
-527
1365
$1.93M ﹤0.01%
18,575
+2,589
1366
$1.93M ﹤0.01%
101,885
+1,553
1367
$1.93M ﹤0.01%
14,049
+1,744
1368
$1.93M ﹤0.01%
43,352
+12,430
1369
$1.92M ﹤0.01%
+20,755
1370
$1.92M ﹤0.01%
98,145
+68,149
1371
$1.92M ﹤0.01%
63,740
+572
1372
$1.91M ﹤0.01%
16,232
-348
1373
$1.91M ﹤0.01%
43,871
+13,843
1374
$1.91M ﹤0.01%
60,758
-3,478
1375
$1.9M ﹤0.01%
24,142
-4,648
53 54
55
56 57