Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
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
2901
$5.25K ﹤0.01%
1,187
+174
2902
$4.44K ﹤0.01%
442
2903
$4.21K ﹤0.01%
10,000
2904
$4.07K ﹤0.01%
10,000
-206
2905
$3.04K ﹤0.01%
+126
2906
$2.73K ﹤0.01%
500
-5
2907
– –
-7,338
2908
– –
-7,344
2909
– –
-4,435
2910
– –
-29,970
2911
– –
-10,140
2912
– –
-11,688
2913
– –
-3,794
2914
– –
-5,371
2915
– –
-23,158
2916
– –
-5,779
2917
– –
-1,434
2918
– –
-20,068
2919
– –
-2,835
2920
– –
-3,319
2921
– –
-10,810
2922
– –
-12,851
2923
– –
-2,418
2924
– –
-10,337
2925
– –
-1,276
115 116
117
118 119