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
1176
$2.29M ﹤0.01%
32,853
-4,193
1177
$2.29M ﹤0.01%
112,176
+2,772
1178
$2.28M ﹤0.01%
24,749
-74,903
1179
$2.27M ﹤0.01%
58,214
-7,683
1180
$2.26M ﹤0.01%
51,658
+4,370
1181
$2.25M ﹤0.01%
89,244
+13,861
1182
$2.25M ﹤0.01%
22,970
+3,763
1183
$2.24M ﹤0.01%
16,580
+3,740
1184
$2.24M ﹤0.01%
+18,076
1185
$2.24M ﹤0.01%
7,912
+1,964
1186
$2.23M ﹤0.01%
55,175
+48,214
1187
$2.22M ﹤0.01%
48,157
-1,869
1188
$2.22M ﹤0.01%
34,835
+17,127
1189
$2.22M ﹤0.01%
254,989
+157,855
1190
$2.22M ﹤0.01%
7,276
-1,095
1191
$2.21M ﹤0.01%
+113,068
1192
$2.21M ﹤0.01%
12,852
+1,195
1193
$2.21M ﹤0.01%
28,329
+26,542
1194
$2.21M ﹤0.01%
35,879
+360
1195
$2.21M ﹤0.01%
100,157
+1,989
1196
$2.2M ﹤0.01%
6,928
+575
1197
$2.18M ﹤0.01%
30,135
+11,595
1198
$2.18M ﹤0.01%
+43,914
1199
$2.17M ﹤0.01%
27,529
+299
1200
$2.17M ﹤0.01%
74,154
+1,524
46 47
48
49 50