Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
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
+$129M
3
+$128M
4
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$126M
5
MSFT icon
Microsoft
MSFT
+$113M

Top Sells

1
+$150M
2
+$78.1M
3
+$59.3M
4
CBRE icon
CBRE Group
CBRE
+$36.7M
5
UNH icon
UnitedHealth
UNH
+$28.9M

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
2426
$377K ﹤0.01%
67,582
+34,646
2427
$377K ﹤0.01%
61,307
+13,589
2428
$376K ﹤0.01%
3,618
-632
2429
$375K ﹤0.01%
46,976
+25,341
2430
$374K ﹤0.01%
17,054
+1,415
2431
$373K ﹤0.01%
8,038
2432
$372K ﹤0.01%
1,428
-23
2433
$372K ﹤0.01%
9,608
-8,909
2434
$372K ﹤0.01%
6,503
+568
2435
$370K ﹤0.01%
24,242
+2,816
2436
$370K ﹤0.01%
34,925
+24,388
2437
$369K ﹤0.01%
13,979
+130
2438
$369K ﹤0.01%
+6,174
2439
$369K ﹤0.01%
20,063
+1,460
2440
$368K ﹤0.01%
+4,348
2441
$368K ﹤0.01%
74,237
+44,333
2442
$368K ﹤0.01%
23,808
+9,065
2443
$368K ﹤0.01%
21,874
+211
2444
$366K ﹤0.01%
165,783
+48,026
2445
$366K ﹤0.01%
14,589
-9
2446
$366K ﹤0.01%
+2,697
2447
$366K ﹤0.01%
13,840
+976
2448
$365K ﹤0.01%
+8,602
2449
$364K ﹤0.01%
383
+89
2450
$364K ﹤0.01%
+9,936
96 97
98
99 100