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
2576
$40K ﹤0.01%
12,906
-3,138
2577
$39K ﹤0.01%
23,661
+4,840
2578
$35.6K ﹤0.01%
+12,609
2579
$35.4K ﹤0.01%
+12,421
2580
$35.2K ﹤0.01%
+11,179
2581
$34.8K ﹤0.01%
13,274
-43,450
2582
$34.5K ﹤0.01%
31,956
2583
$32.2K ﹤0.01%
+510
2584
$32.2K ﹤0.01%
22,663
+3,711
2585
$30.2K ﹤0.01%
+14,796
2586
$29.6K ﹤0.01%
+17,131
2587
$29.2K ﹤0.01%
15,095
+623
2588
$27.6K ﹤0.01%
11,300
-100
2589
$27.1K ﹤0.01%
+13,700
2590
$24.6K ﹤0.01%
16,491
-180
2591
$23K ﹤0.01%
23,722
+1,850
2592
$22.6K ﹤0.01%
10,508
-498
2593
$22.3K ﹤0.01%
+3,005
2594
$19.7K ﹤0.01%
+10,197
2595
$18.7K ﹤0.01%
10,000
2596
$18.7K ﹤0.01%
10,489
2597
$18.5K ﹤0.01%
23,400
+3,000
2598
$18.4K ﹤0.01%
2,250
+583
2599
$18K ﹤0.01%
769
-1
2600
$17.9K ﹤0.01%
+11,171
102 103
104
105 106