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
1251
$1.97M ﹤0.01%
22,351
+10,209
1252
$1.95M ﹤0.01%
+19,333
1253
$1.95M ﹤0.01%
17,261
-1,092
1254
$1.95M ﹤0.01%
41,039
+9,076
1255
$1.95M ﹤0.01%
42,018
+2,063
1256
$1.94M ﹤0.01%
+97,457
1257
$1.93M ﹤0.01%
26,708
-76,335
1258
$1.93M ﹤0.01%
55,179
-978
1259
$1.92M ﹤0.01%
43,162
+16,781
1260
$1.92M ﹤0.01%
93,012
+9,533
1261
$1.92M ﹤0.01%
64,236
-2,355
1262
$1.91M ﹤0.01%
35,938
-2,660
1263
$1.91M ﹤0.01%
216,792
+4,088
1264
$1.91M ﹤0.01%
12,730
+2,106
1265
$1.9M ﹤0.01%
36,940
-1,096
1266
$1.9M ﹤0.01%
8,558
-106
1267
$1.9M ﹤0.01%
23,319
+9,076
1268
$1.9M ﹤0.01%
18,715
-489
1269
$1.89M ﹤0.01%
15,986
-2,206
1270
$1.89M ﹤0.01%
22,543
-1,103
1271
$1.89M ﹤0.01%
7,161
+1,546
1272
$1.87M ﹤0.01%
38,074
+7,700
1273
$1.87M ﹤0.01%
41,511
+1,909
1274
$1.86M ﹤0.01%
29,248
+2,463
1275
$1.86M ﹤0.01%
65,324
-9,358
49 50
51
52 53