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
1576
$1.33M ﹤0.01%
10,824
-5,303
1577
$1.33M ﹤0.01%
31,333
-526
1578
$1.33M ﹤0.01%
30,835
-12,089
1579
$1.33M ﹤0.01%
5,730
+276
1580
$1.33M ﹤0.01%
26,503
-13,161
1581
$1.32M ﹤0.01%
71,354
-4,716
1582
$1.31M ﹤0.01%
12,412
-230
1583
$1.31M ﹤0.01%
48,240
-1,621
1584
$1.31M ﹤0.01%
17,356
+5,215
1585
$1.31M ﹤0.01%
44,831
-10,834
1586
$1.31M ﹤0.01%
3,281
-172
1587
$1.31M ﹤0.01%
120,617
+24,252
1588
$1.31M ﹤0.01%
28,061
+5,713
1589
$1.31M ﹤0.01%
27,395
+858
1590
$1.31M ﹤0.01%
50,686
+4,369
1591
$1.3M ﹤0.01%
53,495
+13,320
1592
$1.3M ﹤0.01%
7,107
+3,275
1593
$1.3M ﹤0.01%
50,809
+5,884
1594
$1.3M ﹤0.01%
50,157
+3,947
1595
$1.3M ﹤0.01%
8,258
+3,106
1596
$1.3M ﹤0.01%
16,662
-1,233
1597
$1.3M ﹤0.01%
3,794
+1,215
1598
$1.29M ﹤0.01%
76,599
+2,360
1599
$1.29M ﹤0.01%
17,332
+4,079
1600
$1.29M ﹤0.01%
44,140
+16,723
62 63
64
65 66