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
2226
$492K ﹤0.01%
5,045
2227
$491K ﹤0.01%
5,845
+1,472
2228
$491K ﹤0.01%
8,630
+712
2229
$491K ﹤0.01%
+32,638
2230
$489K ﹤0.01%
50,768
+25,848
2231
$489K ﹤0.01%
+21,617
2232
$488K ﹤0.01%
9,100
-100
2233
$487K ﹤0.01%
6,783
+1,388
2234
$486K ﹤0.01%
4,883
+692
2235
$486K ﹤0.01%
22,495
+20,401
2236
$484K ﹤0.01%
3,041
-315
2237
$483K ﹤0.01%
+25,288
2238
$483K ﹤0.01%
10,197
+1,676
2239
$482K ﹤0.01%
48,838
+5,023
2240
$481K ﹤0.01%
49,030
+16,672
2241
$481K ﹤0.01%
38,443
+4,859
2242
$481K ﹤0.01%
15,444
+1,720
2243
$478K ﹤0.01%
14,670
-585
2244
$478K ﹤0.01%
9,501
2245
$477K ﹤0.01%
8,506
+7
2246
$477K ﹤0.01%
3,144
+619
2247
$477K ﹤0.01%
36,440
-20,099
2248
$476K ﹤0.01%
8,400
+1,497
2249
$475K ﹤0.01%
12,962
2250
$475K ﹤0.01%
29,935
+4,931
88 89
90
91 92