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
526
$12.1M 0.02%
24,902
+1,433
527
$12.1M 0.02%
466,899
+161,071
528
$12M 0.02%
28,612
+352
529
$12M 0.02%
27,566
+7,410
530
$11.9M 0.02%
423,434
-20,181
531
$11.8M 0.02%
499,713
-92,058
532
$11.7M 0.02%
99,596
-42,663
533
$11.7M 0.02%
196,346
+39,877
534
$11.7M 0.02%
92,525
-9,033
535
$11.7M 0.02%
91,679
-12,365
536
$11.5M 0.02%
231,718
-9,514
537
$11.4M 0.02%
+178,369
538
$11.4M 0.02%
35,964
+1,314
539
$11.3M 0.02%
360,209
-1,299
540
$11.3M 0.02%
212,275
+23,523
541
$11.3M 0.02%
296,585
-257,701
542
$11.3M 0.02%
246,798
+40,095
543
$11.2M 0.02%
177,009
+14,748
544
$11.2M 0.02%
266,981
-8,089
545
$11.2M 0.02%
42,826
+9,222
546
$11.2M 0.02%
423,859
-23,322
547
$11.1M 0.02%
146,464
-1,479
548
$11.1M 0.02%
236,640
+227,524
549
$11.1M 0.02%
351,902
+86,703
550
$11.1M 0.02%
108,663
+20,482
20 21
22
23 24