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
251
$35M 0.08%
1,593,032
+555,503
252
$35M 0.08%
388,595
+32,722
253
$34.7M 0.07%
693,870
+26,500
254
$34.5M 0.07%
289,438
+37,346
255
$34.3M 0.07%
3,248,595
-79,102
256
$34.2M 0.07%
860,439
+22,366
257
$33.6M 0.07%
138,200
-9,911
258
$33.5M 0.07%
403,799
-15,752
259
$33.5M 0.07%
1,007,600
+7,070
260
$33.4M 0.07%
162,127
+41,403
261
$33.2M 0.07%
190,952
-53,741
262
$33.2M 0.07%
150,131
+20,068
263
$33.1M 0.07%
339,287
-24,313
264
$33M 0.07%
318,110
+250,666
265
$32.7M 0.07%
128,938
+52,229
266
$32.6M 0.07%
1,109,333
-5,641
267
$32.6M 0.07%
30,994
+7,360
268
$32.5M 0.07%
361,409
-7,273
269
$32.5M 0.07%
518,640
-47,330
270
$32.2M 0.07%
622,701
+10,403
271
$32.1M 0.07%
404,524
-21,155
272
$31.9M 0.07%
1,302,474
+440,822
273
$31.7M 0.07%
503,213
-89,210
274
$31.6M 0.07%
512,945
-14,949
275
$31.4M 0.07%
327,732
+144,444
9 10
11
12 13