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
$46.5B
AUM Growth
+$4.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,765
New
Increased
Reduced
Closed

Top Buys

1
+$212M
2
+$122M
3
+$114M
4
KNO
AXS Knowledge Leaders ETF
KNO
+$102M
5
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$63.9M

Top Sells

1
+$97.5M
2
+$73.5M
3
+$41.1M
4
NVDA icon
NVIDIA
NVDA
+$33.7M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$26.3M

Sector Composition

1 Technology 11.86%
2 Financials 5.76%
3 Healthcare 4.5%
4 Industrials 4.06%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$38.6M 0.08%
353,051
+56,659
227
$38.6M 0.08%
402,266
+14,419
228
$38.6M 0.08%
1,739,247
+45,618
229
$38.3M 0.08%
475,360
-5,186
230
$38.1M 0.08%
833,161
-5,509
231
$38M 0.08%
209,612
-24,803
232
$38M 0.08%
385,473
+38,498
233
$37.7M 0.08%
802,854
+3,817
234
$37.7M 0.08%
142,710
+3,591
235
$37.6M 0.08%
684,924
+296,562
236
$37M 0.08%
1,377,728
+102,991
237
$36.8M 0.08%
774,712
+173,566
238
$36.7M 0.08%
776,829
-28,233
239
$36.6M 0.08%
133,628
+2,616
240
$36.5M 0.08%
217,732
-18,257
241
$36.3M 0.08%
299,018
+7,804
242
$36.1M 0.08%
489,859
+8,729
243
$36M 0.08%
1,293,693
+479,500
244
$35.9M 0.08%
85,909
+3,799
245
$35.8M 0.08%
136,730
+49,165
246
$35.8M 0.08%
1,153,227
+630,992
247
$35.6M 0.08%
353,223
+119,530
248
$35.5M 0.08%
60,490
+9,279
249
$35.2M 0.08%
365,121
-27,185
250
$35.1M 0.08%
584,290
-35,698
8 9
10
11 12