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
1951
$704K ﹤0.01%
98,952
+81,067
1952
$703K ﹤0.01%
11,391
+3,879
1953
$701K ﹤0.01%
24,400
1954
$696K ﹤0.01%
5,603
+1,721
1955
$696K ﹤0.01%
81,774
+75
1956
$696K ﹤0.01%
12,143
-3,639
1957
$696K ﹤0.01%
12,378
+5,433
1958
$695K ﹤0.01%
17,496
+437
1959
$695K ﹤0.01%
11,028
+139
1960
$694K ﹤0.01%
13,158
-180
1961
$693K ﹤0.01%
18,858
+10,826
1962
$692K ﹤0.01%
31,356
-3,298
1963
$692K ﹤0.01%
37,609
+1,677
1964
$689K ﹤0.01%
28,701
+6,458
1965
$686K ﹤0.01%
62,376
+2,389
1966
$685K ﹤0.01%
24,713
1967
$684K ﹤0.01%
+6,615
1968
$683K ﹤0.01%
27,469
-3,283
1969
$683K ﹤0.01%
10,444
+224
1970
$682K ﹤0.01%
7,679
+118
1971
$681K ﹤0.01%
127,861
+20,466
1972
$681K ﹤0.01%
31,755
-3,579
1973
$680K ﹤0.01%
+34,910
1974
$680K ﹤0.01%
4,974
+1,545
1975
$680K ﹤0.01%
34,113
-3,713
77 78
79
80 81