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
1851
$832K ﹤0.01%
50,241
-1,174
1852
$830K ﹤0.01%
59,467
1853
$828K ﹤0.01%
73,627
+60,519
1854
$823K ﹤0.01%
9,396
+88
1855
$823K ﹤0.01%
22,140
+1,346
1856
$820K ﹤0.01%
25,607
+5,431
1857
$816K ﹤0.01%
25,682
+4,761
1858
$815K ﹤0.01%
21,103
+3,068
1859
$814K ﹤0.01%
12,550
+3,179
1860
$813K ﹤0.01%
3,472
+27
1861
$813K ﹤0.01%
16,495
+11,417
1862
$811K ﹤0.01%
24,757
-50,679
1863
$804K ﹤0.01%
10,662
+530
1864
$803K ﹤0.01%
88,023
-3,140
1865
$802K ﹤0.01%
35,226
+89
1866
$801K ﹤0.01%
12,002
-213
1867
$800K ﹤0.01%
13,980
+721
1868
$798K ﹤0.01%
37,865
+475
1869
$797K ﹤0.01%
20,507
+7,806
1870
$797K ﹤0.01%
17,885
+394
1871
$796K ﹤0.01%
66,870
+12,744
1872
$796K ﹤0.01%
19,943
-45,496
1873
$795K ﹤0.01%
342,513
+65,783
1874
$795K ﹤0.01%
16,232
+1,012
1875
$794K ﹤0.01%
21,699
+2,547
73 74
75
76 77