Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
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
2651
– –
-3,171
2652
– –
-2,787
2653
– –
-5,916
2654
– –
-13,486
2655
– –
-15,204
2656
– –
-5,696
2657
– –
-27,605
2658
– –
-12,929
2659
– –
-12,774
2660
– –
-4,508
2661
– –
-2,484
2662
– –
-13,608
2663
– –
-2,133
2664
– –
-10,199
2665
– –
-4,064
2666
– –
-5,252
2667
– –
-310
2668
– –
-13,943
2669
– –
-10,481
2670
– –
-6,324
2671
– –
-13,938
2672
– –
-17,574
2673
– –
-11,362
2674
– –
-25,432
2675
– –
-4,261
105 106
107
108 109