Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.95%
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
+$204M
2
+$120M
3
+$112M
4
KNO
AXS Knowledge Leaders ETF
KNO
+$97M
5
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$64M

Top Sells

1
+$97.5M
2
+$70.8M
3
+$40.9M
4
NVDA icon
NVIDIA
NVDA
+$32.7M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$26M

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
2726
– –
-4,202
2727
– –
-10,666
2728
– –
-23,459
2729
– –
-3,024
2730
– –
-12,461
2731
– –
-10,128
2732
– –
-20,720
2733
– –
-1,711
2734
– –
-8,763
2735
– –
-17,009
2736
– –
-12,131
2737
– –
-10,742
2738
– –
-14,234
2739
– –
-8,616
2740
– –
-32,046
106 107 108 109
110