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
1476
$1.29M ﹤0.01%
89,857
+11,877
1477
$1.29M ﹤0.01%
6,135
+101
1478
$1.29M ﹤0.01%
15,405
+767
1479
$1.28M ﹤0.01%
30,028
-354,377
1480
$1.28M ﹤0.01%
56,952
-358,655
1481
$1.28M ﹤0.01%
123,838
-36,531
1482
$1.27M ﹤0.01%
47,186
+7,828
1483
$1.27M ﹤0.01%
59,148
-20,294
1484
$1.27M ﹤0.01%
11,540
-40,032
1485
$1.27M ﹤0.01%
23,947
-40,198
1486
$1.27M ﹤0.01%
3,982
-384
1487
$1.27M ﹤0.01%
18,859
+668
1488
$1.26M ﹤0.01%
41,711
+11,681
1489
$1.26M ﹤0.01%
25,098
-2,131
1490
$1.26M ﹤0.01%
30,485
+2,897
1491
$1.26M ﹤0.01%
25,373
+13,248
1492
$1.25M ﹤0.01%
38,589
+261
1493
$1.25M ﹤0.01%
7,981
-4,788
1494
$1.25M ﹤0.01%
10,320
+447
1495
$1.25M ﹤0.01%
8,720
+1,558
1496
$1.24M ﹤0.01%
29,826
+13,367
1497
$1.24M ﹤0.01%
26,653
+15,109
1498
$1.24M ﹤0.01%
12,527
+6,591
1499
$1.24M ﹤0.01%
31,730
-566
1500
$1.24M ﹤0.01%
25,160
+713
58 59
60
61 62