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
1851
$653K ﹤0.01%
11,535
+1,067
1852
$651K ﹤0.01%
13,338
+3,293
1853
$650K ﹤0.01%
19,998
-15,363
1854
$648K ﹤0.01%
118,720
+62,862
1855
$647K ﹤0.01%
3,832
-2,286
1856
$646K ﹤0.01%
16,760
+186
1857
$644K ﹤0.01%
21,296
-2,000
1858
$642K ﹤0.01%
5,806
-11,080
1859
$642K ﹤0.01%
11,148
-55
1860
$640K ﹤0.01%
7,249
+3,409
1861
$639K ﹤0.01%
13,683
1862
$636K ﹤0.01%
50,472
+3,020
1863
$636K ﹤0.01%
7,029
+703
1864
$636K ﹤0.01%
15,623
-1,352
1865
$635K ﹤0.01%
23,344
+11,898
1866
$633K ﹤0.01%
24,006
-4,693
1867
$633K ﹤0.01%
4,893
-70
1868
$631K ﹤0.01%
67,393
-8,284
1869
$631K ﹤0.01%
13,252
-578
1870
$631K ﹤0.01%
32,832
+628
1871
$631K ﹤0.01%
29,996
-1,475
1872
$629K ﹤0.01%
21,102
+4,667
1873
$628K ﹤0.01%
23,622
+304
1874
$628K ﹤0.01%
31,378
-9,503
1875
$626K ﹤0.01%
17,316
-3,449
73 74
75
76 77