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
1076
$2.79M 0.01%
88,101
+6,947
1077
$2.79M 0.01%
19,949
+8,864
1078
$2.79M 0.01%
105,336
-829
1079
$2.78M 0.01%
75,212
-28,782
1080
$2.78M 0.01%
248,672
+61,838
1081
$2.77M 0.01%
21,698
-2,074
1082
$2.76M 0.01%
151,801
+37,057
1083
$2.76M 0.01%
15,446
-17,240
1084
$2.75M 0.01%
141,855
-10,436
1085
$2.75M 0.01%
42,249
+9,616
1086
$2.75M 0.01%
15,639
+341
1087
$2.74M 0.01%
30,467
+1,279
1088
$2.74M 0.01%
28,658
-807
1089
$2.74M 0.01%
29,652
+18,416
1090
$2.74M 0.01%
19,346
-147
1091
$2.73M 0.01%
41,715
+13,821
1092
$2.73M 0.01%
29,013
+17,829
1093
$2.71M 0.01%
175,923
-27,360
1094
$2.69M 0.01%
5,927
+1,557
1095
$2.69M 0.01%
86,408
-10,815
1096
$2.69M 0.01%
55,672
-1,673
1097
$2.68M 0.01%
74,108
+38,292
1098
$2.68M 0.01%
120,539
-24,616
1099
$2.67M 0.01%
48,469
+4,360
1100
$2.67M 0.01%
31,677
-1,394
42 43
44
45 46