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
1751
$770K ﹤0.01%
14,632
-12,209
1752
$769K ﹤0.01%
34,654
-3,763
1753
$768K ﹤0.01%
20,045
+3,956
1754
$767K ﹤0.01%
41,660
+1,845
1755
$765K ﹤0.01%
6,583
+456
1756
$763K ﹤0.01%
12,537
+1,660
1757
$761K ﹤0.01%
8,317
+861
1758
$761K ﹤0.01%
+48,068
1759
$758K ﹤0.01%
18,781
-12,526
1760
$758K ﹤0.01%
5,263
-901
1761
$757K ﹤0.01%
10,747
+4,522
1762
$755K ﹤0.01%
16,196
+649
1763
$754K ﹤0.01%
7,252
+244
1764
$752K ﹤0.01%
21,383
-28
1765
$752K ﹤0.01%
16,685
+339
1766
$752K ﹤0.01%
37,826
+154
1767
$751K ﹤0.01%
25,899
-7,302
1768
$747K ﹤0.01%
+21,409
1769
$745K ﹤0.01%
16,480
-582
1770
$743K ﹤0.01%
26,573
+221
1771
$742K ﹤0.01%
35,932
+1,181
1772
$742K ﹤0.01%
64,478
-3,487
1773
$741K ﹤0.01%
+17,491
1774
$740K ﹤0.01%
3,279
-1,563
1775
$739K ﹤0.01%
26,579
-210
69 70
71
72 73