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
2601
$16.3K ﹤0.01%
+15,633
2602
$15.6K ﹤0.01%
512
+63
2603
$15.1K ﹤0.01%
1,500
-2
2604
$14.6K ﹤0.01%
14,673
+113
2605
$13.9K ﹤0.01%
+11,748
2606
$13.5K ﹤0.01%
15,946
-41
2607
$13.3K ﹤0.01%
63,739
2608
$10.8K ﹤0.01%
950
-44
2609
$10.6K ﹤0.01%
13,675
2610
$10.3K ﹤0.01%
10,816
-24,286
2611
$8.66K ﹤0.01%
10,206
2612
$7.38K ﹤0.01%
+1,040
2613
$6.22K ﹤0.01%
11,019
2614
$5.63K ﹤0.01%
+263
2615
$5.53K ﹤0.01%
148
2616
$5.39K ﹤0.01%
+44
2617
$4.42K ﹤0.01%
13,320
-2,100
2618
$4.29K ﹤0.01%
617
-13
2619
$3.92K ﹤0.01%
505
+5
2620
$2.17K ﹤0.01%
23,610
2621
$813 ﹤0.01%
+40,871
2622
$432 ﹤0.01%
+7
2623
$348 ﹤0.01%
+4
2624
– –
0
2625
– –
-13,938
103 104
105
106 107