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
2476
$140K ﹤0.01%
19,338
-4,450
2477
$139K ﹤0.01%
16,842
2478
$139K ﹤0.01%
+10,393
2479
$139K ﹤0.01%
+19,208
2480
$138K ﹤0.01%
+11,917
2481
$134K ﹤0.01%
19,578
+704
2482
$134K ﹤0.01%
78,210
-24
2483
$133K ﹤0.01%
14,891
+24
2484
$132K ﹤0.01%
17,344
+5,340
2485
$132K ﹤0.01%
15,265
+676
2486
$131K ﹤0.01%
+7,937
2487
$131K ﹤0.01%
13,491
+227
2488
$131K ﹤0.01%
11,378
-294
2489
$129K ﹤0.01%
12,924
+111
2490
$127K ﹤0.01%
+12,277
2491
$127K ﹤0.01%
20,170
2492
$126K ﹤0.01%
22,387
+2,852
2493
$126K ﹤0.01%
+18,289
2494
$125K ﹤0.01%
22,922
+8,408
2495
$123K ﹤0.01%
13,860
+1,409
2496
$123K ﹤0.01%
11,071
2497
$123K ﹤0.01%
16,051
-2,487
2498
$122K ﹤0.01%
21,151
-128
2499
$122K ﹤0.01%
33,213
+6,940
2500
$121K ﹤0.01%
12,195
-578
98 99
100
101 102