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
1876
$625K ﹤0.01%
13,402
-8,253
1877
$625K ﹤0.01%
13,543
1878
$625K ﹤0.01%
26,471
+5,770
1879
$624K ﹤0.01%
24,713
1880
$624K ﹤0.01%
13,226
+1,047
1881
$623K ﹤0.01%
59,027
+7,557
1882
$616K ﹤0.01%
4,676
+369
1883
$616K ﹤0.01%
9,371
+540
1884
$615K ﹤0.01%
15,193
-1,576
1885
$614K ﹤0.01%
13,468
+1,310
1886
$614K ﹤0.01%
32,682
+16,220
1887
$614K ﹤0.01%
23,681
+13,499
1888
$612K ﹤0.01%
24,747
-3,537
1889
$612K ﹤0.01%
32,100
-3,500
1890
$611K ﹤0.01%
15,981
+4,102
1891
$611K ﹤0.01%
17,480
-35
1892
$611K ﹤0.01%
1,838
+59
1893
$610K ﹤0.01%
+85,735
1894
$608K ﹤0.01%
59,987
+45,027
1895
$608K ﹤0.01%
73,728
+33,501
1896
$608K ﹤0.01%
+12,243
1897
$607K ﹤0.01%
491
+11
1898
$606K ﹤0.01%
25,873
-4,890
1899
$606K ﹤0.01%
10,889
-901
1900
$606K ﹤0.01%
21,013
-4,677
74 75
76
77 78