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
2501
$121K ﹤0.01%
+21,041
2502
$120K ﹤0.01%
25,772
+700
2503
$119K ﹤0.01%
12,222
-2,463
2504
$118K ﹤0.01%
+11,681
2505
$117K ﹤0.01%
18,548
-1,633
2506
$115K ﹤0.01%
15,073
-4,385
2507
$114K ﹤0.01%
10,990
2508
$113K ﹤0.01%
+15,630
2509
$113K ﹤0.01%
90,798
-67,148
2510
$112K ﹤0.01%
22,819
-963
2511
$111K ﹤0.01%
16,714
+2,982
2512
$111K ﹤0.01%
+12,063
2513
$110K ﹤0.01%
11,000
-12,000
2514
$109K ﹤0.01%
32,391
+1,296
2515
$107K ﹤0.01%
47,562
-1,136
2516
$107K ﹤0.01%
13,211
+3,019
2517
$107K ﹤0.01%
10,340
2518
$107K ﹤0.01%
29,076
-1,526
2519
$107K ﹤0.01%
+20,978
2520
$106K ﹤0.01%
58,060
-165,485
2521
$105K ﹤0.01%
2,635
+752
2522
$104K ﹤0.01%
+10,168
2523
$103K ﹤0.01%
60,792
+15,519
2524
$103K ﹤0.01%
12,294
-3,678
2525
$102K ﹤0.01%
+13,510
99 100
101
102 103