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
1651
$1.17M ﹤0.01%
11,314
+548
1652
$1.16M ﹤0.01%
3,842
-140
1653
$1.16M ﹤0.01%
24,992
+14,063
1654
$1.16M ﹤0.01%
82,041
+30,939
1655
$1.16M ﹤0.01%
45,326
+4,374
1656
$1.15M ﹤0.01%
54,167
-21,865
1657
$1.15M ﹤0.01%
197,721
+54,320
1658
$1.15M ﹤0.01%
16,734
-563
1659
$1.15M ﹤0.01%
10,608
+15
1660
$1.15M ﹤0.01%
6,341
+1,202
1661
$1.15M ﹤0.01%
35,598
-1,205
1662
$1.15M ﹤0.01%
11,389
-2,312
1663
$1.14M ﹤0.01%
55,881
-20,705
1664
$1.14M ﹤0.01%
18,581
-1,736
1665
$1.14M ﹤0.01%
117,600
-30,233
1666
$1.14M ﹤0.01%
20,173
+4,033
1667
$1.13M ﹤0.01%
58,029
+6,438
1668
$1.13M ﹤0.01%
22,629
-1,036
1669
$1.13M ﹤0.01%
2,389
+893
1670
$1.13M ﹤0.01%
48,824
-1,232
1671
$1.13M ﹤0.01%
257,745
-23,596
1672
$1.13M ﹤0.01%
6,938
-176
1673
$1.12M ﹤0.01%
6,544
+239
1674
$1.12M ﹤0.01%
4,049
-879
1675
$1.12M ﹤0.01%
21,770
+2,645
65 66
67
68 69