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
676
$7.64M 0.01%
255,501
+226,907
677
$7.6M 0.01%
186,734
-4,654
678
$7.6M 0.01%
116,469
-2,738
679
$7.59M 0.01%
94,756
+37,984
680
$7.59M 0.01%
97,357
-17,359
681
$7.58M 0.01%
141,529
+165
682
$7.58M 0.01%
164,820
-9,688
683
$7.58M 0.01%
105,272
+16,092
684
$7.57M 0.01%
87,176
-263,436
685
$7.55M 0.01%
28,139
+576
686
$7.54M 0.01%
185,425
-52,828
687
$7.54M 0.01%
199,068
+18,445
688
$7.48M 0.01%
66,931
-2,163
689
$7.42M 0.01%
146,529
-7,033
690
$7.42M 0.01%
90,126
+3,601
691
$7.4M 0.01%
179,814
-19,668
692
$7.39M 0.01%
126,719
-5,464
693
$7.35M 0.01%
143,198
+7,063
694
$7.32M 0.01%
155,554
+81,034
695
$7.31M 0.01%
296,637
+5,011
696
$7.3M 0.01%
123,851
+71,159
697
$7.29M 0.01%
93,167
-8,939
698
$7.27M 0.01%
83,080
-8,657
699
$7.24M 0.01%
103,957
+1,837
700
$7.21M 0.01%
55,590
+19,161
26 27
28
29 30