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
2451
$364K ﹤0.01%
19,182
-43
2452
$364K ﹤0.01%
+6,084
2453
$364K ﹤0.01%
6,146
+503
2454
$364K ﹤0.01%
10,098
+463
2455
$363K ﹤0.01%
+17,547
2456
$363K ﹤0.01%
2,461
+90
2457
$363K ﹤0.01%
+11,376
2458
$363K ﹤0.01%
15,403
+31
2459
$362K ﹤0.01%
2,944
-749
2460
$362K ﹤0.01%
26,269
-270
2461
$362K ﹤0.01%
36,330
+7,589
2462
$362K ﹤0.01%
84,302
-8,479
2463
$361K ﹤0.01%
+11,062
2464
$361K ﹤0.01%
+4,779
2465
$360K ﹤0.01%
28,787
-36,358
2466
$360K ﹤0.01%
29,701
+12,368
2467
$360K ﹤0.01%
11,799
-6,750
2468
$359K ﹤0.01%
+5,511
2469
$359K ﹤0.01%
4,921
+667
2470
$359K ﹤0.01%
21,790
+8,258
2471
$358K ﹤0.01%
5,265
2472
$358K ﹤0.01%
2,270
2473
$358K ﹤0.01%
+6,427
2474
$357K ﹤0.01%
20,373
+7,114
2475
$356K ﹤0.01%
12,953
-5,246
97 98
99
100 101