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
1776
$739K ﹤0.01%
+37,390
1777
$739K ﹤0.01%
15,989
-8,223
1778
$738K ﹤0.01%
10,240
-1,115
1779
$737K ﹤0.01%
23,546
-23,642
1780
$736K ﹤0.01%
2,579
+393
1781
$736K ﹤0.01%
17,776
1782
$735K ﹤0.01%
12,392
+9,100
1783
$733K ﹤0.01%
+27,161
1784
$731K ﹤0.01%
8,658
+2,497
1785
$729K ﹤0.01%
8,082
+485
1786
$728K ﹤0.01%
18,182
+1,824
1787
$727K ﹤0.01%
8,624
-746
1788
$726K ﹤0.01%
18,574
-1,795
1789
$725K ﹤0.01%
8,437
+122
1790
$725K ﹤0.01%
148,303
-2,036
1791
$725K ﹤0.01%
3,350
+643
1792
$723K ﹤0.01%
4,541
-6,219
1793
$721K ﹤0.01%
3,811
+1,633
1794
$720K ﹤0.01%
18,035
+8,941
1795
$720K ﹤0.01%
8,572
-220
1796
$719K ﹤0.01%
+28,163
1797
$719K ﹤0.01%
58,782
+11,481
1798
$718K ﹤0.01%
9,932
+99
1799
$717K ﹤0.01%
16,441
-8,489
1800
$717K ﹤0.01%
36,494
-1,755
70 71
72
73 74