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
901
$4.13M 0.01%
95,534
+3,834
902
$4.13M 0.01%
106,474
-72,983
903
$4.11M 0.01%
44,907
-1,685
904
$4.11M 0.01%
50,859
+9,769
905
$4.1M 0.01%
76,718
+4,745
906
$4.09M 0.01%
38,917
+26,791
907
$4.07M 0.01%
168,828
-11,965
908
$4.06M 0.01%
46,688
+1,097
909
$4.06M 0.01%
110,036
+43,194
910
$4.05M 0.01%
159,533
+40,109
911
$4.05M 0.01%
130,755
+1,597
912
$4.04M 0.01%
135,546
-6,652
913
$4.02M 0.01%
172,920
-892
914
$3.97M 0.01%
135,627
+14,782
915
$3.89M 0.01%
14,404
+1,838
916
$3.89M 0.01%
593,341
-33,831
917
$3.89M 0.01%
74,741
-900
918
$3.88M 0.01%
116,888
+85,529
919
$3.88M 0.01%
135,382
+28,904
920
$3.88M 0.01%
101,123
-3,132
921
$3.84M 0.01%
89,528
-19,143
922
$3.84M 0.01%
90,946
+61,852
923
$3.83M 0.01%
107,287
-1,884
924
$3.81M 0.01%
103,132
-377
925
$3.81M 0.01%
124,395
+19,229
35 36
37
38 39