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
276
$31.3M 0.07%
870,087
-25,842
277
$31.2M 0.07%
304,287
+107,092
278
$31.2M 0.07%
618,020
-39,596
279
$30.8M 0.07%
759,556
+4,551
280
$30.8M 0.07%
131,385
-13,504
281
$30.5M 0.07%
366,779
+1,114
282
$30.3M 0.07%
31,945
+1,681
283
$30.2M 0.06%
1,099,981
+492
284
$29.9M 0.06%
867,037
+1,937
285
$29.8M 0.06%
860,146
-7,578
286
$29.4M 0.06%
115,143
-1,675
287
$29M 0.06%
211,978
+3,680
288
$28.9M 0.06%
245,873
-484
289
$28.4M 0.06%
34,098
+2,806
290
$28.2M 0.06%
758,189
+42,661
291
$28M 0.06%
234,140
+20,488
292
$28M 0.06%
961,389
+14,760
293
$28M 0.06%
76,854
-21,883
294
$27.7M 0.06%
261,315
+8,549
295
$27.5M 0.06%
373,638
-3,491
296
$27.5M 0.06%
105,859
-1,669
297
$27.5M 0.06%
659,002
-62,414
298
$27.5M 0.06%
6,520
+369
299
$27.4M 0.06%
423,090
+5,437
300
$27.4M 0.06%
263,411
-88,227
10 11
12
13 14