Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $66.1B
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.3B
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,156
New
Increased
Reduced
Closed

Top Buys

1
+$526M
2
+$314M
3
+$114M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$113M
5
PLTR icon
Palantir
PLTR
+$92.5M

Top Sells

1
+$333M
2
+$175M
3
+$149M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$123M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$97.5M

Sector Composition

1 Technology 11.34%
2 Financials 6.64%
3 Healthcare 4.39%
4 Industrials 4.34%
5 Consumer Discretionary 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2751
$91.1K ﹤0.01%
+14,390
2752
$90.9K ﹤0.01%
13,649
+3,521
2753
$90.9K ﹤0.01%
15,271
+47
2754
$90.5K ﹤0.01%
15,437
+528
2755
$89.8K ﹤0.01%
+33,064
2756
$88.7K ﹤0.01%
+12,975
2757
$88.5K ﹤0.01%
+11,154
2758
$88.3K ﹤0.01%
18,552
+2,551
2759
$87.3K ﹤0.01%
+11,746
2760
$86.4K ﹤0.01%
+10,751
2761
$86.1K ﹤0.01%
11,096
-1,918
2762
$85.6K ﹤0.01%
+32,184
2763
$85K ﹤0.01%
+17,384
2764
$84.8K ﹤0.01%
11,287
-24,149
2765
$84.4K ﹤0.01%
+10,821
2766
$84.3K ﹤0.01%
10,231
+36
2767
$83.5K ﹤0.01%
17,757
+6,513
2768
$83.2K ﹤0.01%
+18,215
2769
$82.5K ﹤0.01%
+10,304
2770
$82.4K ﹤0.01%
+12,603
2771
$80K ﹤0.01%
37,917
+16,903
2772
$79.3K ﹤0.01%
28,224
-2,216
2773
$79.3K ﹤0.01%
+12,853
2774
$79.2K ﹤0.01%
13,538
-12
2775
$79K ﹤0.01%
80,037
+67,315
109 110
111
112 113