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
2401
$389K ﹤0.01%
8,560
2402
$389K ﹤0.01%
+4,249
2403
$389K ﹤0.01%
+24,946
2404
$388K ﹤0.01%
28,231
-371
2405
$388K ﹤0.01%
4,177
+524
2406
$388K ﹤0.01%
4,856
-2,111
2407
$388K ﹤0.01%
10,465
2408
$386K ﹤0.01%
10,871
-7
2409
$386K ﹤0.01%
5,362
+454
2410
$385K ﹤0.01%
6,551
+6
2411
$384K ﹤0.01%
25,255
-1,623
2412
$384K ﹤0.01%
3,178
+557
2413
$383K ﹤0.01%
+1,339
2414
$383K ﹤0.01%
+2,026
2415
$382K ﹤0.01%
8,637
-1,203
2416
$382K ﹤0.01%
4,359
+74
2417
$382K ﹤0.01%
14,051
-924
2418
$382K ﹤0.01%
2,577
-515
2419
$381K ﹤0.01%
5,398
+5
2420
$380K ﹤0.01%
8,947
+1,221
2421
$380K ﹤0.01%
2,053
-313
2422
$379K ﹤0.01%
1,772
+232
2423
$379K ﹤0.01%
6,705
+154
2424
$378K ﹤0.01%
37,552
-4,071
2425
$378K ﹤0.01%
+2,608
95 96
97
98 99