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
801
$5.44M 0.01%
202,901
+11,455
802
$5.42M 0.01%
25,645
-1,956
803
$5.42M 0.01%
124,766
+5,045
804
$5.42M 0.01%
59,429
+5,277
805
$5.41M 0.01%
33,864
-5,298
806
$5.41M 0.01%
109,614
+13,726
807
$5.4M 0.01%
143,650
-11,582
808
$5.4M 0.01%
273,158
+1,847
809
$5.38M 0.01%
79,452
+2,095
810
$5.36M 0.01%
41,921
+1,160
811
$5.33M 0.01%
28,934
-4,242
812
$5.33M 0.01%
146,786
+9,641
813
$5.32M 0.01%
155,287
+51,334
814
$5.31M 0.01%
31,604
+4,987
815
$5.3M 0.01%
243,969
+14,720
816
$5.3M 0.01%
106,876
+19,485
817
$5.26M 0.01%
112,555
+12,240
818
$5.23M 0.01%
450,089
+9,932
819
$5.22M 0.01%
198,707
-2,722
820
$5.22M 0.01%
30,825
+3,210
821
$5.2M 0.01%
23,796
+367
822
$5.19M 0.01%
102,638
-44,322
823
$5.17M 0.01%
+155,457
824
$5.16M 0.01%
27,433
-2,144
825
$5.15M 0.01%
15,635
+7,051
31 32
33
34 35