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
951
$3.64M 0.01%
53,134
+243
952
$3.64M 0.01%
9,926
+3,407
953
$3.64M 0.01%
73,999
+3,062
954
$3.64M 0.01%
32,268
+1,616
955
$3.62M 0.01%
17,640
+1,054
956
$3.62M 0.01%
158,576
-28,815
957
$3.6M 0.01%
6,293
+1,646
958
$3.59M 0.01%
33,138
+2,141
959
$3.59M 0.01%
37,572
+2,073
960
$3.58M 0.01%
26,310
+3,992
961
$3.58M 0.01%
98,078
-2,169
962
$3.58M 0.01%
155,899
+29,007
963
$3.56M 0.01%
28,636
-13,820
964
$3.56M 0.01%
64,238
+58,695
965
$3.56M 0.01%
81,784
+31,427
966
$3.56M 0.01%
113,695
+11,963
967
$3.56M 0.01%
235,566
-644
968
$3.55M 0.01%
73,080
+521
969
$3.55M 0.01%
142,505
+127,390
970
$3.55M 0.01%
42,589
-1,952
971
$3.54M 0.01%
70,936
+27,001
972
$3.54M 0.01%
19,378
-739
973
$3.52M 0.01%
74,070
-9,074
974
$3.5M 0.01%
159,245
+76,859
975
$3.5M 0.01%
285,666
+25,489
37 38
39
40 41