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
926
$3.81M 0.01%
49,062
-23,334
927
$3.81M 0.01%
124,064
-4,587
928
$3.79M 0.01%
59,336
-9,886
929
$3.78M 0.01%
37,666
+10,008
930
$3.77M 0.01%
33,415
+226
931
$3.77M 0.01%
55,213
+19,699
932
$3.76M 0.01%
155,606
+47,793
933
$3.76M 0.01%
21,411
-470
934
$3.74M 0.01%
162,310
+4,570
935
$3.73M 0.01%
132,525
+4,696
936
$3.73M 0.01%
89,527
-50,078
937
$3.72M 0.01%
52,372
+33,540
938
$3.72M 0.01%
182,861
+13,979
939
$3.72M 0.01%
118,502
+65,001
940
$3.72M 0.01%
65,742
+6,787
941
$3.72M 0.01%
4,557
+529
942
$3.7M 0.01%
26,730
-18,528
943
$3.69M 0.01%
15,798
+4,678
944
$3.67M 0.01%
38,501
+34,959
945
$3.66M 0.01%
65,440
+6,378
946
$3.66M 0.01%
68,825
-508
947
$3.66M 0.01%
19,233
+991
948
$3.65M 0.01%
119,937
-35,677
949
$3.64M 0.01%
180,848
-7,895
950
$3.64M 0.01%
37,175
-4,641
36 37
38
39 40