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
1451
$1.34M ﹤0.01%
7,749
+4,957
1452
$1.34M ﹤0.01%
59,102
+30,953
1453
$1.33M ﹤0.01%
20,820
+8,341
1454
$1.33M ﹤0.01%
17,895
-2,068
1455
$1.33M ﹤0.01%
50,698
-10,166
1456
$1.33M ﹤0.01%
55,626
-1,156
1457
$1.32M ﹤0.01%
37,822
+2,178
1458
$1.32M ﹤0.01%
17,138
+299
1459
$1.32M ﹤0.01%
11,226
+5,088
1460
$1.32M ﹤0.01%
26,537
+729
1461
$1.31M ﹤0.01%
147,833
+103,159
1462
$1.31M ﹤0.01%
8,188
+1,645
1463
$1.31M ﹤0.01%
10,147
+1,098
1464
$1.31M ﹤0.01%
10,467
-4,377
1465
$1.31M ﹤0.01%
32,384
+8,912
1466
$1.31M ﹤0.01%
31,859
-702
1467
$1.31M ﹤0.01%
5,481
-644
1468
$1.3M ﹤0.01%
38,361
+3,188
1469
$1.3M ﹤0.01%
122,813
+39,382
1470
$1.3M ﹤0.01%
97,140
+39,368
1471
$1.3M ﹤0.01%
30,795
-129
1472
$1.29M ﹤0.01%
21,361
+64
1473
$1.29M ﹤0.01%
53,719
-202,387
1474
$1.29M ﹤0.01%
6,279
+505
1475
$1.29M ﹤0.01%
37,689
+12,157
57 58
59
60 61