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
1451
$1.67M ﹤0.01%
18,803
+613
1452
$1.67M ﹤0.01%
16,186
+859
1453
$1.67M ﹤0.01%
74,177
+5,449
1454
$1.67M ﹤0.01%
28,199
-9,196
1455
$1.67M ﹤0.01%
15,031
+9,857
1456
$1.66M ﹤0.01%
92,190
-19,691
1457
$1.66M ﹤0.01%
176,604
+58,841
1458
$1.66M ﹤0.01%
20,180
+2,125
1459
$1.65M ﹤0.01%
6,418
-2,831
1460
$1.65M ﹤0.01%
227,737
+113,912
1461
$1.65M ﹤0.01%
50,684
+34,617
1462
$1.65M ﹤0.01%
29,354
+13,404
1463
$1.64M ﹤0.01%
26,916
+10,927
1464
$1.64M ﹤0.01%
74,679
+4,197
1465
$1.63M ﹤0.01%
+18,268
1466
$1.62M ﹤0.01%
8,910
-3,916
1467
$1.62M ﹤0.01%
33,415
-6,281
1468
$1.62M ﹤0.01%
32,976
-5,098
1469
$1.62M ﹤0.01%
40,258
+24,453
1470
$1.62M ﹤0.01%
43,974
-26,874
1471
$1.61M ﹤0.01%
45,900
+7,311
1472
$1.61M ﹤0.01%
24,062
-1,297
1473
$1.6M ﹤0.01%
1,356
+928
1474
$1.6M ﹤0.01%
48,152
+32,413
1475
$1.6M ﹤0.01%
24,615
+587
57 58
59
60 61