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
576
$10M 0.02%
58,074
-2,212
577
$9.99M 0.02%
47,357
+5,285
578
$9.98M 0.02%
41,877
+431
579
$9.93M 0.02%
157,652
+2,157
580
$9.92M 0.02%
31,658
+8,261
581
$9.91M 0.02%
62,690
+7,945
582
$9.9M 0.02%
255,758
+5,888
583
$9.9M 0.02%
34,291
+5,882
584
$9.89M 0.02%
29,557
-2,738
585
$9.87M 0.02%
561,213
-75,077
586
$9.87M 0.02%
82,829
-31,845
587
$9.8M 0.02%
372,953
+2,218
588
$9.77M 0.02%
26,421
-3,847
589
$9.74M 0.02%
74,302
-8,088
590
$9.71M 0.02%
945,603
-2,793
591
$9.68M 0.02%
35,732
-3,460
592
$9.67M 0.02%
118,738
-2,172
593
$9.64M 0.02%
77,906
-23,728
594
$9.62M 0.02%
74,702
+33,001
595
$9.6M 0.02%
72,581
+1,231
596
$9.58M 0.02%
207,874
+60,445
597
$9.54M 0.02%
136,807
-1,448
598
$9.53M 0.02%
195,819
+118,531
599
$9.52M 0.02%
117,428
-1,419
600
$9.47M 0.02%
40,545
+1,469
22 23
24
25 26