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
1651
$904K ﹤0.01%
+12,533
1652
$904K ﹤0.01%
4,109
-6,846
1653
$902K ﹤0.01%
12,215
+460
1654
$901K ﹤0.01%
8,489
-29,574
1655
$897K ﹤0.01%
+11,545
1656
$896K ﹤0.01%
11,609
+504
1657
$896K ﹤0.01%
+62,844
1658
$894K ﹤0.01%
17,736
-24,274
1659
$890K ﹤0.01%
29,972
-153
1660
$889K ﹤0.01%
143,401
+78,718
1661
$887K ﹤0.01%
20,210
+11,020
1662
$884K ﹤0.01%
14,315
+2,560
1663
$882K ﹤0.01%
12,526
-4,254
1664
$876K ﹤0.01%
28,907
-39
1665
$876K ﹤0.01%
15,950
-5,388
1666
$873K ﹤0.01%
13,094
-780
1667
$871K ﹤0.01%
64,323
+5,381
1668
$869K ﹤0.01%
3,251
+136
1669
$866K ﹤0.01%
26,106
+3,355
1670
$865K ﹤0.01%
51,204
-2,297
1671
$865K ﹤0.01%
34,656
+8,030
1672
$864K ﹤0.01%
15,782
-8,851
1673
$862K ﹤0.01%
25,676
+1,329
1674
$862K ﹤0.01%
31,581
+2,926
1675
$861K ﹤0.01%
5,723
-247
65 66
67
68 69