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
1776
$943K ﹤0.01%
20,553
+14,035
1777
$942K ﹤0.01%
15,763
-1,045
1778
$940K ﹤0.01%
19,770
-17,170
1779
$940K ﹤0.01%
104,528
-10,923
1780
$939K ﹤0.01%
16,778
-958
1781
$937K ﹤0.01%
51,763
+4,407
1782
$935K ﹤0.01%
77,369
+29,301
1783
$934K ﹤0.01%
3,524
+1,284
1784
$932K ﹤0.01%
42,335
+4,088
1785
$932K ﹤0.01%
38,070
+25,919
1786
$930K ﹤0.01%
29,226
+67
1787
$929K ﹤0.01%
7,290
-1,099
1788
$928K ﹤0.01%
105,359
-111,433
1789
$927K ﹤0.01%
28,399
+1,238
1790
$926K ﹤0.01%
23,639
+2,369
1791
$924K ﹤0.01%
42,159
+17,949
1792
$924K ﹤0.01%
13,936
+2,821
1793
$924K ﹤0.01%
22,421
-46,272
1794
$923K ﹤0.01%
40,317
+17,299
1795
$922K ﹤0.01%
11,760
+1,342
1796
$920K ﹤0.01%
+21,684
1797
$917K ﹤0.01%
20,264
+3,784
1798
$917K ﹤0.01%
30,270
+959
1799
$914K ﹤0.01%
10,147
+59
1800
$911K ﹤0.01%
+93,388
70 71
72
73 74