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
1276
$1.86M ﹤0.01%
91,487
+41,823
1277
$1.86M ﹤0.01%
30,577
-1,404
1278
$1.86M ﹤0.01%
28,790
+6,713
1279
$1.86M ﹤0.01%
681,161
-1,187
1280
$1.86M ﹤0.01%
32,043
-5,355
1281
$1.86M ﹤0.01%
19,711
+14,284
1282
$1.85M ﹤0.01%
+91,632
1283
$1.85M ﹤0.01%
14,545
+8,092
1284
$1.85M ﹤0.01%
29,068
+509
1285
$1.85M ﹤0.01%
79,812
-14,294
1286
$1.84M ﹤0.01%
87,734
-88,059
1287
$1.83M ﹤0.01%
+20,594
1288
$1.83M ﹤0.01%
100,332
+6,540
1289
$1.83M ﹤0.01%
8,078
+801
1290
$1.83M ﹤0.01%
61,748
+23,534
1291
$1.82M ﹤0.01%
67,321
+36,595
1292
$1.82M ﹤0.01%
16,127
-2,817
1293
$1.82M ﹤0.01%
5,498
+198
1294
$1.82M ﹤0.01%
21,162
-3,750
1295
$1.82M ﹤0.01%
43,164
+2,322
1296
$1.81M ﹤0.01%
34,841
+7,240
1297
$1.81M ﹤0.01%
20,317
+17,406
1298
$1.81M ﹤0.01%
33,028
+22,235
1299
$1.8M ﹤0.01%
50,303
-4,873
1300
$1.8M ﹤0.01%
144,881
+19,866
50 51
52
53 54