Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $45.5B
1-Year Est. Return 21.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.01%
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
+$557M
2
+$309M
3
+$118M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$116M
5
PLTR icon
Palantir
PLTR
+$96.2M

Top Sells

1
+$348M
2
+$195M
3
+$170M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$129M
5
TSLA icon
Tesla
TSLA
+$119M

Sector Composition

1 Technology 11.34%
2 Financials 6.65%
3 Healthcare 4.39%
4 Industrials 4.35%
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