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
2526
$101K ﹤0.01%
10,427
-5,593
2527
$100K ﹤0.01%
+15,724
2528
$99.4K ﹤0.01%
18,579
-684
2529
$98.2K ﹤0.01%
2,781
-314
2530
$97.8K ﹤0.01%
10,957
-174
2531
$97.2K ﹤0.01%
15,205
+2,440
2532
$96.5K ﹤0.01%
35,098
+188
2533
$96.1K ﹤0.01%
+33,608
2534
$94.4K ﹤0.01%
108,945
+38,850
2535
$94.2K ﹤0.01%
20,311
+54
2536
$93.9K ﹤0.01%
10,095
+95
2537
$91.2K ﹤0.01%
+16,604
2538
$90.1K ﹤0.01%
45,273
+7,927
2539
$90K ﹤0.01%
18,679
-3,031
2540
$89.4K ﹤0.01%
15,748
+1,246
2541
$87.9K ﹤0.01%
+10,651
2542
$87.1K ﹤0.01%
20,487
-5,821
2543
$86.2K ﹤0.01%
+15,754
2544
$86K ﹤0.01%
13,537
-22,589
2545
$85.6K ﹤0.01%
+11,000
2546
$81.5K ﹤0.01%
13,120
-25,316
2547
$79.5K ﹤0.01%
15,228
+35
2548
$77.5K ﹤0.01%
12,711
+395
2549
$76.9K ﹤0.01%
+16,320
2550
$73.3K ﹤0.01%
78,799
+9,616
100 101
102
103 104