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
1426
$1.75M ﹤0.01%
15,947
+8,219
1427
$1.75M ﹤0.01%
9,442
+1,765
1428
$1.74M ﹤0.01%
+69,058
1429
$1.74M ﹤0.01%
13,118
-1,341
1430
$1.73M ﹤0.01%
21,685
+1,836
1431
$1.73M ﹤0.01%
50,723
+1,778
1432
$1.73M ﹤0.01%
35,753
-8,161
1433
$1.73M ﹤0.01%
21,373
+3,363
1434
$1.73M ﹤0.01%
74,454
-5,358
1435
$1.72M ﹤0.01%
40,450
+10,624
1436
$1.71M ﹤0.01%
24,824
-831
1437
$1.71M ﹤0.01%
9,411
+3,637
1438
$1.7M ﹤0.01%
111,773
+40,153
1439
$1.7M ﹤0.01%
24,760
-5,817
1440
$1.7M ﹤0.01%
5,118
-9,286
1441
$1.69M ﹤0.01%
22,928
+15,566
1442
$1.69M ﹤0.01%
20,676
+8,327
1443
$1.69M ﹤0.01%
63,128
+4,736
1444
$1.69M ﹤0.01%
13,058
-104
1445
$1.68M ﹤0.01%
26,148
-3,073
1446
$1.68M ﹤0.01%
33,923
-96,519
1447
$1.68M ﹤0.01%
40,405
+2,044
1448
$1.68M ﹤0.01%
13,012
+1,786
1449
$1.68M ﹤0.01%
8,271
+1,152
1450
$1.67M ﹤0.01%
21,985
+244
56 57
58
59 60