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
2776
$78.6K ﹤0.01%
11,924
-120
2777
$78.4K ﹤0.01%
18,061
+7,546
2778
$78.4K ﹤0.01%
35,616
+482
2779
$77.5K ﹤0.01%
+11,962
2780
$77.4K ﹤0.01%
+13,778
2781
$75.7K ﹤0.01%
12,012
-727
2782
$73.4K ﹤0.01%
+42,681
2783
$72.9K ﹤0.01%
12,993
-10
2784
$72.8K ﹤0.01%
22,414
-2,372
2785
$72.8K ﹤0.01%
14,564
-1,024
2786
$72.7K ﹤0.01%
12,335
-18,637
2787
$72K ﹤0.01%
+10,005
2788
$71.9K ﹤0.01%
31,552
+528
2789
$71.7K ﹤0.01%
+18,525
2790
$71K ﹤0.01%
+15,000
2791
$70.9K ﹤0.01%
50,972
+34,968
2792
$69.3K ﹤0.01%
+12,864
2793
$68K ﹤0.01%
10,219
+136
2794
$66.8K ﹤0.01%
+20,055
2795
$66.7K ﹤0.01%
+14,523
2796
$65.3K ﹤0.01%
+19,680
2797
$65.3K ﹤0.01%
+25,028
2798
$64K ﹤0.01%
15,235
-9,850
2799
$63.9K ﹤0.01%
13,230
-1,215
2800
$63.8K ﹤0.01%
+19,035
110 111
112
113 114