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
1676
$1.12M ﹤0.01%
58,772
-92
1677
$1.11M ﹤0.01%
39,811
1678
$1.11M ﹤0.01%
+51,758
1679
$1.11M ﹤0.01%
+53,442
1680
$1.11M ﹤0.01%
4,945
+456
1681
$1.11M ﹤0.01%
23,906
+1,242
1682
$1.11M ﹤0.01%
7,744
-25,319
1683
$1.11M ﹤0.01%
44,777
+875
1684
$1.1M ﹤0.01%
6,310
+461
1685
$1.1M ﹤0.01%
33,462
+25,582
1686
$1.1M ﹤0.01%
20,672
+709
1687
$1.1M ﹤0.01%
31,324
+317
1688
$1.1M ﹤0.01%
12,184
+639
1689
$1.1M ﹤0.01%
7,329
+1,149
1690
$1.09M ﹤0.01%
25,760
1691
$1.09M ﹤0.01%
61,880
-2,598
1692
$1.09M ﹤0.01%
36,077
+1,512
1693
$1.09M ﹤0.01%
29,972
1694
$1.09M ﹤0.01%
+44,412
1695
$1.09M ﹤0.01%
29,300
+393
1696
$1.08M ﹤0.01%
17,644
-1,226
1697
$1.08M ﹤0.01%
52,119
+3,658
1698
$1.08M ﹤0.01%
2,276
-552
1699
$1.08M ﹤0.01%
+6,363
1700
$1.08M ﹤0.01%
31,704
+6,028
66 67
68
69 70