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
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
– –
-3,347
2908
– –
-3,249
2909
– –
-10,348
2910
– –
-2,081
2911
– –
-5,120
2912
– –
-5,730
2913
– –
-8,095
2914
– –
-1,610
2915
– –
-4,048
2916
– –
-5,331
2917
– –
-6,768
2918
– –
-1,450
2919
– –
-7,338
2920
– –
-7,344
2921
– –
-4,435
2922
– –
-29,970
2923
– –
-10,140
2924
– –
-11,688
2925
– –
-1,276
115 116
117
118 119