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
651
$8.16M 0.02%
128,392
-9,155
652
$8.14M 0.02%
26,235
+24,482
653
$8.12M 0.02%
172,866
+67,559
654
$8.11M 0.02%
139,086
+80,804
655
$8.07M 0.02%
243,239
+18,399
656
$8.02M 0.02%
4,292
+44
657
$8.02M 0.02%
15,775
+28
658
$8.01M 0.02%
193,456
+137,456
659
$8.01M 0.02%
43,817
+4,827
660
$7.99M 0.02%
160,424
+4,058
661
$7.94M 0.02%
113,117
+8,627
662
$7.94M 0.02%
97,998
+981
663
$7.92M 0.02%
166,709
+169
664
$7.9M 0.02%
221,496
+26,011
665
$7.88M 0.02%
85,740
-10,525
666
$7.85M 0.02%
413,523
-11,798
667
$7.79M 0.01%
237,889
+64,720
668
$7.79M 0.01%
101,311
+28,154
669
$7.78M 0.01%
13,762
+7,063
670
$7.76M 0.01%
35,172
+24,799
671
$7.75M 0.01%
103,738
-7,126
672
$7.72M 0.01%
221,022
+25,931
673
$7.68M 0.01%
84,795
-26,917
674
$7.67M 0.01%
356,421
-82,589
675
$7.66M 0.01%
133,014
-909
25 26
27
28 29