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
2226
$382K ﹤0.01%
14,449
-2,564
2227
$382K ﹤0.01%
62,122
-6,691
2228
$381K ﹤0.01%
3,858
+204
2229
$381K ﹤0.01%
6,848
+173
2230
$381K ﹤0.01%
7,354
+19
2231
$381K ﹤0.01%
4,999
+20
2232
$380K ﹤0.01%
7,640
-600
2233
$380K ﹤0.01%
4,734
-242
2234
$379K ﹤0.01%
26,878
+15,092
2235
$379K ﹤0.01%
15,639
-1,301
2236
$379K ﹤0.01%
5,738
-1,232
2237
$379K ﹤0.01%
20,963
+3,885
2238
$379K ﹤0.01%
30,699
+434
2239
$378K ﹤0.01%
2,314
-154
2240
$377K ﹤0.01%
92,781
+81,107
2241
$376K ﹤0.01%
9,665
+918
2242
$376K ﹤0.01%
1,574
-5,368
2243
$375K ﹤0.01%
+7,539
2244
$375K ﹤0.01%
26,463
-19,512
2245
$375K ﹤0.01%
17,812
+1,632
2246
$374K ﹤0.01%
21,234
+9,125
2247
$374K ﹤0.01%
+22,308
2248
$374K ﹤0.01%
10,289
+31
2249
$373K ﹤0.01%
9,536
-15,221
2250
$373K ﹤0.01%
4,615
+871
88 89
90
91 92