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
826
$5.15M 0.01%
114,239
-493
827
$5.14M 0.01%
235,285
+204
828
$5.12M 0.01%
59,288
-6,884
829
$5.12M 0.01%
133,763
-4,817
830
$5.1M 0.01%
176,682
-168,345
831
$5.06M 0.01%
145,123
+1,285
832
$5.06M 0.01%
115,224
-5,250
833
$5.03M 0.01%
257,965
+7,761
834
$4.97M 0.01%
25,072
+2,378
835
$4.97M 0.01%
48,372
-2,139
836
$4.96M 0.01%
60,791
-3,106
837
$4.94M 0.01%
55,144
-1,223
838
$4.93M 0.01%
35,790
+4,693
839
$4.91M 0.01%
46,929
+8,448
840
$4.9M 0.01%
29,963
+11,435
841
$4.9M 0.01%
153,237
-7,541
842
$4.89M 0.01%
109,452
-17,481
843
$4.89M 0.01%
64,579
-7,633
844
$4.88M 0.01%
97,226
-41,414
845
$4.86M 0.01%
99,091
-3,967
846
$4.83M 0.01%
94,092
+15,147
847
$4.83M 0.01%
79,735
+31,851
848
$4.83M 0.01%
321,485
-55,248
849
$4.82M 0.01%
42,394
+6,171
850
$4.82M 0.01%
125,417
-14,000
32 33
34
35 36