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
1751
$989K ﹤0.01%
+7,621
1752
$988K ﹤0.01%
47,295
+1,699
1753
$987K ﹤0.01%
73,037
+1,989
1754
$986K ﹤0.01%
13,647
+5,693
1755
$986K ﹤0.01%
39,199
+1,446
1756
$985K ﹤0.01%
13,377
+844
1757
$984K ﹤0.01%
13,712
+8,187
1758
$981K ﹤0.01%
10,126
+1,176
1759
$980K ﹤0.01%
39,380
-19,768
1760
$973K ﹤0.01%
13,517
+1,908
1761
$969K ﹤0.01%
50,921
+15,621
1762
$969K ﹤0.01%
44,520
+5,020
1763
$961K ﹤0.01%
53,771
1764
$959K ﹤0.01%
15,499
+9,751
1765
$959K ﹤0.01%
11,211
-1,628
1766
$958K ﹤0.01%
41,917
-3,906
1767
$958K ﹤0.01%
62,136
-35,004
1768
$956K ﹤0.01%
79,427
+3,115
1769
$955K ﹤0.01%
48,891
+4,012
1770
$955K ﹤0.01%
10,923
+4,203
1771
$950K ﹤0.01%
10,357
+1,436
1772
$950K ﹤0.01%
35,094
-6,933
1773
$947K ﹤0.01%
9,142
+1,893
1774
$946K ﹤0.01%
9,046
+216
1775
$946K ﹤0.01%
4,887
-1,248
69 70
71
72 73