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
1526
$1.43M ﹤0.01%
45,752
+1,177
1527
$1.43M ﹤0.01%
26,569
+14,831
1528
$1.43M ﹤0.01%
27,223
+1,370
1529
$1.43M ﹤0.01%
28,845
-21,801
1530
$1.43M ﹤0.01%
3,370
-168
1531
$1.42M ﹤0.01%
13,846
-499
1532
$1.42M ﹤0.01%
89,138
+29,856
1533
$1.42M ﹤0.01%
15,751
+3,991
1534
$1.42M ﹤0.01%
36,989
+13,921
1535
$1.41M ﹤0.01%
25,164
-548
1536
$1.41M ﹤0.01%
16,256
-153
1537
$1.41M ﹤0.01%
60,355
+44,885
1538
$1.41M ﹤0.01%
27,917
+954
1539
$1.41M ﹤0.01%
209,544
-974
1540
$1.41M ﹤0.01%
9,220
-107
1541
$1.4M ﹤0.01%
32,217
+6,111
1542
$1.4M ﹤0.01%
17,610
-268
1543
$1.4M ﹤0.01%
27,809
-2,130
1544
$1.4M ﹤0.01%
53,981
+22,870
1545
$1.39M ﹤0.01%
8,983
+1,270
1546
$1.39M ﹤0.01%
110,960
-3,060
1547
$1.39M ﹤0.01%
40,382
+1,500
1548
$1.39M ﹤0.01%
53,122
+26,507
1549
$1.38M ﹤0.01%
19,371
-12,122
1550
$1.38M ﹤0.01%
27,812
+19,113
60 61
62
63 64