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
2351
$415K ﹤0.01%
+25,565
2352
$412K ﹤0.01%
12,955
+358
2353
$412K ﹤0.01%
+16,848
2354
$412K ﹤0.01%
231
+58
2355
$412K ﹤0.01%
+18,527
2356
$412K ﹤0.01%
16,129
+607
2357
$411K ﹤0.01%
3,816
+721
2358
$410K ﹤0.01%
15,530
2359
$409K ﹤0.01%
11,781
-1,699
2360
$409K ﹤0.01%
78,355
+62,554
2361
$408K ﹤0.01%
7,555
-734
2362
$408K ﹤0.01%
+7,748
2363
$408K ﹤0.01%
21,424
-3,354
2364
$407K ﹤0.01%
16,748
+1,111
2365
$407K ﹤0.01%
25,096
+2,788
2366
$407K ﹤0.01%
2,022
+448
2367
$406K ﹤0.01%
15,913
+5,886
2368
$405K ﹤0.01%
+8,508
2369
$404K ﹤0.01%
+12,460
2370
$401K ﹤0.01%
8,774
+1,899
2371
$400K ﹤0.01%
+13,650
2372
$399K ﹤0.01%
5,827
+177
2373
$399K ﹤0.01%
37,788
+14,676
2374
$398K ﹤0.01%
4,779
-1
2375
$398K ﹤0.01%
30,479
+3,418
93 94
95
96 97