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
2876
$21.1K ﹤0.01%
+14,990
2877
$17.9K ﹤0.01%
+11,529
2878
$17.4K ﹤0.01%
+10,305
2879
$16.9K ﹤0.01%
20,400
+6,725
2880
$16.8K ﹤0.01%
+32,321
2881
$16.8K ﹤0.01%
13,678
+2,638
2882
$16.4K ﹤0.01%
+17,951
2883
$16.2K ﹤0.01%
17,838
-1,174
2884
$16K ﹤0.01%
+15,958
2885
$15.8K ﹤0.01%
10,000
2886
$15.3K ﹤0.01%
13,320
-2
2887
$14.8K ﹤0.01%
+14,115
2888
$14.8K ﹤0.01%
1,040
2889
$14.3K ﹤0.01%
+38,335
2890
$13.9K ﹤0.01%
+10,669
2891
$13.4K ﹤0.01%
+1,378
2892
$13.3K ﹤0.01%
+11,584
2893
$11.2K ﹤0.01%
+17,199
2894
$11.2K ﹤0.01%
30,000
2895
$10.5K ﹤0.01%
14,837
+257
2896
$9.79K ﹤0.01%
15,312
+1,776
2897
$7.88K ﹤0.01%
1,111
+102
2898
$7.22K ﹤0.01%
+14,775
2899
$6.78K ﹤0.01%
+630
2900
$5.28K ﹤0.01%
26,816
114 115
116
117 118