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
776
$5.77M 0.01%
166,900
-16,333
777
$5.76M 0.01%
80,660
-4,679
778
$5.76M 0.01%
15,695
+738
779
$5.73M 0.01%
209,269
-29,032
780
$5.72M 0.01%
39,650
+36,604
781
$5.7M 0.01%
126,368
-20,261
782
$5.67M 0.01%
28,639
+1,531
783
$5.67M 0.01%
59,336
-61
784
$5.66M 0.01%
102,095
-18,764
785
$5.64M 0.01%
502,872
-21,286
786
$5.64M 0.01%
115,569
+8,036
787
$5.64M 0.01%
140,270
-178,782
788
$5.61M 0.01%
42,969
+32,842
789
$5.6M 0.01%
66,921
-3,847
790
$5.58M 0.01%
77,016
-312
791
$5.58M 0.01%
31,129
+4,899
792
$5.58M 0.01%
34,932
+28,005
793
$5.56M 0.01%
268,923
-6,704
794
$5.56M 0.01%
91,279
-75,055
795
$5.53M 0.01%
207,417
+151,209
796
$5.5M 0.01%
89,378
+31,677
797
$5.47M 0.01%
38,705
+2,691
798
$5.47M 0.01%
96,595
+8,982
799
$5.46M 0.01%
18,354
-2,886
800
$5.45M 0.01%
232,699
+11,887
30 31
32
33 34