WETS

Wealth Enhancement Trust Services Portfolio holdings

AUM $826M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$826M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1 +$6.56M
2 +$4.39M
3 +$4.32M
4
NVDA icon
NVIDIA
NVDA
+$3.73M
5
AVGO icon
Broadcom
AVGO
+$2.62M

Top Sells

1 +$2.76M
2 +$1.87M
3 +$1.47M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.37M
5
CRM icon
Salesforce
CRM
+$1.15M

Sector Composition

1 Technology 15.4%
2 Financials 9.15%
3 Healthcare 5.64%
4 Communication Services 5.24%
5 Consumer Discretionary 4.29%