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
2701
– –
-10,199
2702
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-4,064
2703
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-5,252
2704
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-310
2705
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-4,202
2706
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-10,666
2707
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-23,459
2708
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-3,202
2709
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-9,446
2710
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-6,324
2711
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-11,362
2712
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-3,878
2713
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-1,800
2714
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-7,289
2715
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-12,131
2716
– –
-11,202
2717
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-114,430
2718
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0
2719
– –
-15,773
2720
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-11,230
2721
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-17,720
2722
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-3,699
2723
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-8,842
2724
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-10,742
2725
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-14,234
106 107 108
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