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
976
$3.49M 0.01%
162,533
-21,340
977
$3.48M 0.01%
68,662
+3,023
978
$3.48M 0.01%
31,964
-6,968
979
$3.48M 0.01%
+345,471
980
$3.48M 0.01%
143,932
+21,417
981
$3.48M 0.01%
112,201
+19,552
982
$3.47M 0.01%
45,613
-3,366
983
$3.46M 0.01%
49,515
+16,447
984
$3.45M 0.01%
72,049
+58,530
985
$3.44M 0.01%
+146,551
986
$3.44M 0.01%
139,030
-32,398
987
$3.44M 0.01%
27,511
+6,604
988
$3.44M 0.01%
174,864
+53,045
989
$3.42M 0.01%
48,223
-3,073
990
$3.42M 0.01%
96,107
+26,081
991
$3.41M 0.01%
37,620
-9,056
992
$3.4M 0.01%
102,515
+8,621
993
$3.36M 0.01%
96,268
+2,013
994
$3.36M 0.01%
99,736
-207
995
$3.36M 0.01%
22,593
+6,964
996
$3.35M 0.01%
141,071
-31,808
997
$3.35M 0.01%
142,352
+24,784
998
$3.34M 0.01%
35,082
+5,307
999
$3.31M 0.01%
130,904
+61,140
1000
$3.31M 0.01%
45,449
+21,214
38 39
40
41 42