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
876
$4.43M 0.01%
39,349
-4,197
877
$4.43M 0.01%
27,490
-3,091
878
$4.41M 0.01%
273,143
-70,319
879
$4.4M 0.01%
56,737
-1,310
880
$4.39M 0.01%
48,021
-20,440
881
$4.37M 0.01%
254,549
+147,964
882
$4.36M 0.01%
81,733
-36,308
883
$4.35M 0.01%
67,930
+6,155
884
$4.32M 0.01%
48,093
+3,460
885
$4.31M 0.01%
61,241
-154,901
886
$4.31M 0.01%
78,689
-3,107
887
$4.29M 0.01%
25,854
+2,194
888
$4.28M 0.01%
11,619
+7,301
889
$4.27M 0.01%
115,838
+82,040
890
$4.22M 0.01%
49,086
-2,788
891
$4.22M 0.01%
124,355
+40,491
892
$4.22M 0.01%
65,585
+1,198
893
$4.21M 0.01%
55,071
-109,786
894
$4.17M 0.01%
98,036
+7,492
895
$4.17M 0.01%
76,378
+3,248
896
$4.16M 0.01%
24,099
+15,301
897
$4.16M 0.01%
80,850
+5,830
898
$4.16M 0.01%
15,734
+9,296
899
$4.15M 0.01%
211,905
+20,233
900
$4.15M 0.01%
159,487
+3,670
34 35
36
37 38