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
2276
$459K ﹤0.01%
34,768
+15,137
2277
$458K ﹤0.01%
4,480
-730
2278
$458K ﹤0.01%
15,284
+1,819
2279
$457K ﹤0.01%
9,428
-362
2280
$457K ﹤0.01%
62,729
+50,805
2281
$457K ﹤0.01%
+8,039
2282
$456K ﹤0.01%
18,605
2283
$455K ﹤0.01%
+18,550
2284
$455K ﹤0.01%
4,213
-432
2285
$454K ﹤0.01%
9,890
+240
2286
$454K ﹤0.01%
+9,394
2287
$454K ﹤0.01%
5,494
+495
2288
$454K ﹤0.01%
+9,135
2289
$452K ﹤0.01%
4,882
+405
2290
$452K ﹤0.01%
15,324
+126
2291
$452K ﹤0.01%
+40,603
2292
$450K ﹤0.01%
4,796
+907
2293
$449K ﹤0.01%
3,497
+144
2294
$448K ﹤0.01%
+3,814
2295
$447K ﹤0.01%
19,540
+4,718
2296
$446K ﹤0.01%
+5,275
2297
$446K ﹤0.01%
25,104
+3,324
2298
$445K ﹤0.01%
33,754
+4,960
2299
$443K ﹤0.01%
5,132
+685
2300
$442K ﹤0.01%
32,793
-1,337
90 91
92
93 94