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
1826
$869K ﹤0.01%
9,372
+1,156
1827
$869K ﹤0.01%
22,700
+5,560
1828
$866K ﹤0.01%
67,408
-11,838
1829
$863K ﹤0.01%
19,999
+2,683
1830
$862K ﹤0.01%
17,571
+11,249
1831
$860K ﹤0.01%
22,620
+5,638
1832
$860K ﹤0.01%
38,676
+17,713
1833
$860K ﹤0.01%
24,940
-16,728
1834
$859K ﹤0.01%
9,087
-695
1835
$858K ﹤0.01%
8,210
+4,318
1836
$856K ﹤0.01%
21,619
+2,134
1837
$855K ﹤0.01%
24,590
-3,153
1838
$855K ﹤0.01%
33,866
+149
1839
$855K ﹤0.01%
35,277
-1,217
1840
$855K ﹤0.01%
19,315
-6,690
1841
$854K ﹤0.01%
9,897
+1,580
1842
$854K ﹤0.01%
13,633
+6,672
1843
$851K ﹤0.01%
39,819
-2,213
1844
$850K ﹤0.01%
38,571
-9,631
1845
$850K ﹤0.01%
6,383
-3
1846
$844K ﹤0.01%
18,512
+729
1847
$843K ﹤0.01%
22,508
-1,957
1848
$838K ﹤0.01%
16,759
+6,380
1849
$836K ﹤0.01%
10,269
+337
1850
$833K ﹤0.01%
38,870
+495
72 73
74
75 76