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
1626
$1.23M ﹤0.01%
35,444
-14,486
1627
$1.23M ﹤0.01%
26,845
-1,089
1628
$1.22M ﹤0.01%
39,651
+24,345
1629
$1.22M ﹤0.01%
5,456
-7,371
1630
$1.22M ﹤0.01%
53,882
-3,070
1631
$1.22M ﹤0.01%
19,583
+6,489
1632
$1.22M ﹤0.01%
41,559
+17,796
1633
$1.21M ﹤0.01%
3,580
-629
1634
$1.21M ﹤0.01%
96,474
-18,455
1635
$1.21M ﹤0.01%
2,343
+303
1636
$1.21M ﹤0.01%
16,388
+3,820
1637
$1.21M ﹤0.01%
21,638
+10,709
1638
$1.2M ﹤0.01%
33,998
+758
1639
$1.2M ﹤0.01%
30,797
-180,623
1640
$1.2M ﹤0.01%
24,893
+4,362
1641
$1.19M ﹤0.01%
26,560
-2,357
1642
$1.19M ﹤0.01%
106,616
+1,732
1643
$1.19M ﹤0.01%
29,328
+4,959
1644
$1.19M ﹤0.01%
90,935
+1,078
1645
$1.19M ﹤0.01%
49,117
-4,602
1646
$1.19M ﹤0.01%
28,034
+2,603
1647
$1.18M ﹤0.01%
37,647
-200,242
1648
$1.18M ﹤0.01%
38,649
-16,309
1649
$1.17M ﹤0.01%
31,125
+9,742
1650
$1.17M ﹤0.01%
24,632
-10,111
64 65
66
67 68