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
2826
$45.4K ﹤0.01%
69,250
-53,213
2827
$45.3K ﹤0.01%
13,473
+606
2828
$45K ﹤0.01%
+5,228
2829
$44.1K ﹤0.01%
36,141
-15,369
2830
$42.5K ﹤0.01%
+15,724
2831
$41.9K ﹤0.01%
+34,597
2832
$41.1K ﹤0.01%
+4,025
2833
$40.5K ﹤0.01%
+15,472
2834
$40.5K ﹤0.01%
85,083
+6,430
2835
$40.3K ﹤0.01%
56,325
-25,683
2836
$39.9K ﹤0.01%
11,500
2837
$39.8K ﹤0.01%
10,489
-1,000
2838
$39.5K ﹤0.01%
25,803
+14,251
2839
$38.6K ﹤0.01%
+28,139
2840
$37.5K ﹤0.01%
11,837
-11,086
2841
$36.4K ﹤0.01%
31,892
+15,946
2842
$35.1K ﹤0.01%
23,886
+10,651
2843
$33.4K ﹤0.01%
+58,547
2844
$32K ﹤0.01%
31,956
2845
$31.9K ﹤0.01%
+17,365
2846
$31.9K ﹤0.01%
+69,207
2847
$31.7K ﹤0.01%
+10,464
2848
$31.5K ﹤0.01%
+10,715
2849
$31.2K ﹤0.01%
+52,000
2850
$30.8K ﹤0.01%
10,111
-5,730
112 113
114
115 116