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
1876
$790K ﹤0.01%
12,937
+2,921
1877
$788K ﹤0.01%
10,455
-4,742
1878
$788K ﹤0.01%
25,821
+2,199
1879
$787K ﹤0.01%
12,360
+138
1880
$787K ﹤0.01%
8,961
+423
1881
$785K ﹤0.01%
4,999
-724
1882
$785K ﹤0.01%
12,415
-12,557
1883
$785K ﹤0.01%
143,915
-4,388
1884
$784K ﹤0.01%
28,543
+11,499
1885
$783K ﹤0.01%
15,579
+2,036
1886
$781K ﹤0.01%
10,719
+351
1887
$776K ﹤0.01%
17,806
+1,825
1888
$775K ﹤0.01%
24,807
+11,441
1889
$775K ﹤0.01%
6,296
+1,987
1890
$774K ﹤0.01%
30,989
-10,846
1891
$773K ﹤0.01%
26,718
+133
1892
$772K ﹤0.01%
10,844
+1,001
1893
$771K ﹤0.01%
14,773
+1,222
1894
$770K ﹤0.01%
16,585
+1,870
1895
$769K ﹤0.01%
4,372
+918
1896
$765K ﹤0.01%
9,571
+1,134
1897
$765K ﹤0.01%
14,171
-6,649
1898
$765K ﹤0.01%
22,449
+1,347
1899
$765K ﹤0.01%
36,149
+7,640
1900
$764K ﹤0.01%
35,888
-1,716
74 75
76
77 78