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
1701
$821K ﹤0.01%
8,921
-32,072
1702
$819K ﹤0.01%
51,415
1703
$819K ﹤0.01%
9,850
+819
1704
$818K ﹤0.01%
65,145
+36,414
1705
$818K ﹤0.01%
7,946
-1,367
1706
$817K ﹤0.01%
47,319
+32,556
1707
$816K ﹤0.01%
7,512
+1,458
1708
$814K ﹤0.01%
57,318
+5,318
1709
$814K ﹤0.01%
11,067
+4,405
1710
$812K ﹤0.01%
20,249
-38,053
1711
$812K ﹤0.01%
16,808
+1,243
1712
$811K ﹤0.01%
+44,600
1713
$810K ﹤0.01%
8,538
-119
1714
$810K ﹤0.01%
111,881
-88
1715
$809K ﹤0.01%
20,667
+2,987
1716
$807K ﹤0.01%
37,604
-2,544
1717
$807K ﹤0.01%
6,180
+493
1718
$805K ﹤0.01%
53,903
+15,117
1719
$802K ﹤0.01%
113,825
+1,597
1720
$800K ﹤0.01%
15,517
+4,653
1721
$800K ﹤0.01%
23,068
+1,110
1722
$797K ﹤0.01%
15,393
+7,438
1723
$797K ﹤0.01%
66,832
+19,017
1724
$797K ﹤0.01%
84,920
-3,770
1725
$797K ﹤0.01%
11,618
+2,585
67 68
69
70 71