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
1551
$1.38M ﹤0.01%
25,449
+1,505
1552
$1.38M ﹤0.01%
7,628
+559
1553
$1.37M ﹤0.01%
47,050
+15,469
1554
$1.37M ﹤0.01%
133,506
-83,615
1555
$1.37M ﹤0.01%
5,789
+3,302
1556
$1.37M ﹤0.01%
20,183
+6,704
1557
$1.37M ﹤0.01%
41,696
-6,765
1558
$1.36M ﹤0.01%
12,487
-7,224
1559
$1.36M ﹤0.01%
17,109
-821
1560
$1.36M ﹤0.01%
62,146
+2,370
1561
$1.36M ﹤0.01%
12,945
-1,035
1562
$1.35M ﹤0.01%
22,641
+579
1563
$1.35M ﹤0.01%
5,929
-350
1564
$1.35M ﹤0.01%
48,224
+5,136
1565
$1.35M ﹤0.01%
292,777
+12,988
1566
$1.35M ﹤0.01%
30,330
+16,522
1567
$1.35M ﹤0.01%
66,018
+18,699
1568
$1.34M ﹤0.01%
55,399
-227
1569
$1.34M ﹤0.01%
25,620
-6,275
1570
$1.34M ﹤0.01%
29,322
-179
1571
$1.34M ﹤0.01%
+47,230
1572
$1.34M ﹤0.01%
28,330
+1,557
1573
$1.34M ﹤0.01%
52,689
-4,887
1574
$1.34M ﹤0.01%
11,434
+3,597
1575
$1.33M ﹤0.01%
26,151
+991
61 62
63
64 65