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
451
$16.5M 0.03%
181,751
-10,538
452
$16.5M 0.03%
209,807
+3,540
453
$16.5M 0.03%
27,174
-834
454
$16.2M 0.03%
161,692
-4,772
455
$16.1M 0.03%
110,599
+2,539
456
$16.1M 0.03%
267,366
+45,423
457
$16.1M 0.03%
79,888
+41,050
458
$16M 0.03%
380,899
+18,658
459
$16M 0.03%
243,765
+42,669
460
$15.9M 0.03%
47,322
+2,790
461
$15.8M 0.03%
228,149
-52,664
462
$15.8M 0.03%
263,288
-4,275
463
$15.8M 0.03%
217,196
+68,783
464
$15.8M 0.03%
181,810
+115,706
465
$15.8M 0.03%
23,221
+1,090
466
$15.7M 0.03%
550,254
-102,102
467
$15.7M 0.03%
1,151,608
+44,359
468
$15.7M 0.03%
140,753
-5,083
469
$15.6M 0.03%
91,470
-7,772
470
$15.6M 0.03%
268,992
+15,593
471
$15.4M 0.03%
303,361
-13,456
472
$15.4M 0.03%
58,246
+19,602
473
$15.4M 0.03%
128,487
+3,485
474
$15.4M 0.03%
657,298
+6,992
475
$15.2M 0.03%
424,062
+375,356
17 18
19
20 21