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
2851
$30.6K ﹤0.01%
10,340
-6,395
2852
$30.4K ﹤0.01%
+33,138
2853
$30.4K ﹤0.01%
+30,082
2854
$30.3K ﹤0.01%
+11,655
2855
$29.5K ﹤0.01%
13,799
2856
$28.2K ﹤0.01%
+24,483
2857
$28.1K ﹤0.01%
+19,260
2858
$27.5K ﹤0.01%
10,235
-7,040
2859
$27.4K ﹤0.01%
1,864
+963
2860
$27K ﹤0.01%
18,460
+392
2861
$26.8K ﹤0.01%
33,249
+2,402
2862
$26.5K ﹤0.01%
+16,432
2863
$25.9K ﹤0.01%
+22,138
2864
$25.6K ﹤0.01%
+13,887
2865
$25.3K ﹤0.01%
40,551
+1,420
2866
$24.9K ﹤0.01%
22,446
-10,990
2867
$24.4K ﹤0.01%
+3,481
2868
$24.3K ﹤0.01%
+12,230
2869
$24.3K ﹤0.01%
+11,461
2870
$24K ﹤0.01%
20,374
-2,599
2871
$23.6K ﹤0.01%
+29,909
2872
$22.6K ﹤0.01%
14,800
2873
$21.9K ﹤0.01%
+20,250
2874
$21.4K ﹤0.01%
+2,447
2875
$21.2K ﹤0.01%
+11,314
113 114
115
116 117