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
1826
$686K ﹤0.01%
57,281
-4,243
1827
$685K ﹤0.01%
24,400
1828
$684K ﹤0.01%
47,921
+6,764
1829
$681K ﹤0.01%
19,485
-379
1830
$680K ﹤0.01%
10,234
+6,970
1831
$679K ﹤0.01%
3,445
-341
1832
$678K ﹤0.01%
8,830
-2
1833
$677K ﹤0.01%
68,409
+7,698
1834
$673K ﹤0.01%
13,769
+4,246
1835
$672K ﹤0.01%
4,773
+2,538
1836
$671K ﹤0.01%
5,042
-1,427
1837
$671K ﹤0.01%
35,300
+3,031
1838
$670K ﹤0.01%
17,354
-10,333
1839
$669K ﹤0.01%
26,585
-4,270
1840
$666K ﹤0.01%
18,773
+13,703
1841
$666K ﹤0.01%
4,351
+800
1842
$664K ﹤0.01%
11,145
-173
1843
$663K ﹤0.01%
17,466
-1,253
1844
$662K ﹤0.01%
4,957
+559
1845
$661K ﹤0.01%
+15,239
1846
$660K ﹤0.01%
4,446
+1,534
1847
$657K ﹤0.01%
11,128
+61
1848
$657K ﹤0.01%
45,374
+6,977
1849
$657K ﹤0.01%
36,303
+684
1850
$656K ﹤0.01%
29,085
-3,275
72 73
74
75 76