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
1626
$943K ﹤0.01%
26,313
+2,864
1627
$938K ﹤0.01%
10,088
-646
1628
$934K ﹤0.01%
6,267
+713
1629
$931K ﹤0.01%
107,395
+73,071
1630
$931K ﹤0.01%
20,068
1631
$930K ﹤0.01%
5,139
+214
1632
$928K ﹤0.01%
4,489
+316
1633
$927K ﹤0.01%
25,872
+16,306
1634
$926K ﹤0.01%
12,633
+6,490
1635
$922K ﹤0.01%
9,518
+1,640
1636
$921K ﹤0.01%
1,496
+114
1637
$916K ﹤0.01%
+9,782
1638
$916K ﹤0.01%
79,246
-3,183
1639
$913K ﹤0.01%
24,369
-536
1640
$912K ﹤0.01%
+51,102
1641
$911K ﹤0.01%
4,610
+208
1642
$910K ﹤0.01%
4,556
-1,323
1643
$909K ﹤0.01%
13,253
-1,780
1644
$909K ﹤0.01%
7,954
+230
1645
$908K ﹤0.01%
37,395
+26,249
1646
$907K ﹤0.01%
6,305
+237
1647
$906K ﹤0.01%
43,902
-8,884
1648
$904K ﹤0.01%
17,770
+5,440
1649
$904K ﹤0.01%
8,980
-1,166
1650
$904K ﹤0.01%
74,239
+42,349
64 65
66
67 68