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
2276
$363K ﹤0.01%
4,191
+1,632
2277
$363K ﹤0.01%
19,225
2278
$363K ﹤0.01%
16,533
+7,002
2279
$362K ﹤0.01%
15,372
+1,489
2280
$362K ﹤0.01%
8,521
-2,029
2281
$360K ﹤0.01%
10,465
-465
2282
$360K ﹤0.01%
1,451
+159
2283
$359K ﹤0.01%
+1,918
2284
$359K ﹤0.01%
29,904
2285
$358K ﹤0.01%
8,560
-500
2286
$358K ﹤0.01%
11,566
+3,958
2287
$358K ﹤0.01%
6,912
+2,522
2288
$357K ﹤0.01%
2,270
2289
$357K ﹤0.01%
4,799
-70
2290
$356K ﹤0.01%
2,079
+557
2291
$356K ﹤0.01%
+16,587
2292
$356K ﹤0.01%
14,843
-669
2293
$356K ﹤0.01%
14,212
-14,979
2294
$355K ﹤0.01%
7,200
-300
2295
$355K ﹤0.01%
+6,518
2296
$354K ﹤0.01%
+15,855
2297
$354K ﹤0.01%
12,969
+1,345
2298
$354K ﹤0.01%
4,780
+1
2299
$353K ﹤0.01%
4,212
-494
2300
$353K ﹤0.01%
7,946
+2,066
90 91
92
93 94