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
1476
$1.6M ﹤0.01%
18,017
-1,199
1477
$1.6M ﹤0.01%
34,195
+6,032
1478
$1.59M ﹤0.01%
14,848
+6,359
1479
$1.59M ﹤0.01%
29,190
+15,788
1480
$1.59M ﹤0.01%
49,434
+12,039
1481
$1.59M ﹤0.01%
94,875
-4,294
1482
$1.59M ﹤0.01%
42,308
+4,486
1483
$1.58M ﹤0.01%
4,533
+2,051
1484
$1.58M ﹤0.01%
23,595
+2,996
1485
$1.58M ﹤0.01%
30,886
-844
1486
$1.57M ﹤0.01%
42,238
+9,854
1487
$1.57M ﹤0.01%
53,089
-12,235
1488
$1.56M ﹤0.01%
8,095
+1,222
1489
$1.56M ﹤0.01%
26,269
+10,160
1490
$1.56M ﹤0.01%
30,920
+17,471
1491
$1.55M ﹤0.01%
40,334
-5,187
1492
$1.54M ﹤0.01%
249,169
+4,369
1493
$1.53M ﹤0.01%
+58,806
1494
$1.53M ﹤0.01%
45,219
+9,804
1495
$1.53M ﹤0.01%
7,426
-27,008
1496
$1.53M ﹤0.01%
28,702
-3,341
1497
$1.53M ﹤0.01%
+86,682
1498
$1.53M ﹤0.01%
24,258
+17,148
1499
$1.52M ﹤0.01%
66,025
+40,722
1500
$1.52M ﹤0.01%
10,951
+631
58 59
60
61 62