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
2551
$72.7K ﹤0.01%
10,141
2552
$70.1K ﹤0.01%
39,819
+7,339
2553
$65.8K ﹤0.01%
10,025
-2,880
2554
$62.5K ﹤0.01%
11,089
+102
2555
$61.9K ﹤0.01%
+18,000
2556
$61.2K ﹤0.01%
12,538
-625
2557
$59.1K ﹤0.01%
9,632
-8
2558
$58K ﹤0.01%
+10,200
2559
$57.7K ﹤0.01%
31,710
+291
2560
$57.4K ﹤0.01%
10,738
-6,371
2561
$57.4K ﹤0.01%
10,348
+29
2562
$55.6K ﹤0.01%
18,900
-82
2563
$53.9K ﹤0.01%
49,915
2564
$51.8K ﹤0.01%
30,000
2565
$51.5K ﹤0.01%
11,315
-20,261
2566
$49K ﹤0.01%
3,630
+846
2567
$48.9K ﹤0.01%
30,552
-3,953
2568
$47.5K ﹤0.01%
26,812
-113
2569
$46.4K ﹤0.01%
+10,307
2570
$45.2K ﹤0.01%
18,821
+5,261
2571
$44.1K ﹤0.01%
30,550
-20,266
2572
$43.9K ﹤0.01%
16,132
-340
2573
$42.2K ﹤0.01%
13,823
2574
$41.6K ﹤0.01%
14,800
2575
$40.2K ﹤0.01%
+11,248
101 102
103
104 105