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
2376
$398K ﹤0.01%
11,217
-991
2377
$397K ﹤0.01%
+5,268
2378
$397K ﹤0.01%
56,000
2379
$397K ﹤0.01%
15,970
+5,704
2380
$397K ﹤0.01%
2,368
-34
2381
$397K ﹤0.01%
10,106
-33,056
2382
$396K ﹤0.01%
15,431
+982
2383
$396K ﹤0.01%
45,974
-76,839
2384
$396K ﹤0.01%
22,168
+934
2385
$395K ﹤0.01%
6,880
-760
2386
$394K ﹤0.01%
55,379
+42,404
2387
$394K ﹤0.01%
+58,892
2388
$394K ﹤0.01%
43,661
-1,923
2389
$392K ﹤0.01%
4,787
+938
2390
$392K ﹤0.01%
12,460
+5,322
2391
$392K ﹤0.01%
5,786
-169
2392
$392K ﹤0.01%
7,341
-605
2393
$392K ﹤0.01%
+2,772
2394
$391K ﹤0.01%
11,056
-1,913
2395
$390K ﹤0.01%
66,288
+4,715
2396
$390K ﹤0.01%
+16,577
2397
$390K ﹤0.01%
2,004
-75
2398
$390K ﹤0.01%
14,444
+2,493
2399
$389K ﹤0.01%
+14,988
2400
$389K ﹤0.01%
3,897
+451
94 95
96
97 98