Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.95%
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
+$557M
2
+$309M
3
+$118M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$116M
5
PLTR icon
Palantir
PLTR
+$96.2M

Top Sells

1
+$348M
2
+$195M
3
+$170M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$129M
5
TSLA icon
Tesla
TSLA
+$119M

Sector Composition

1 Technology 11.34%
2 Financials 6.65%
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
– –
-5,273
2908
– –
-1,510
2909
– –
-6,636
2910
– –
-10,323
2911
– –
-7,908
2912
– –
-42,174
2913
– –
-2,886
2914
– –
-10,995
2915
– –
-3,435
2916
– –
-10,088
2917
– –
-9,086
2918
– –
-3,632
2919
– –
-3,267
2920
– –
-3,963
2921
– –
-4,742
2922
– –
-20,000
2923
– –
-6,907
2924
– –
-9,387
2925
– –
-5,133
115 116
117
118 119