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
301
$27.1M 0.06%
323,011
+36,895
302
$26.8M 0.06%
104,930
+890
303
$26.6M 0.06%
223,997
+14,234
304
$26.5M 0.06%
254,923
+35,986
305
$26.2M 0.06%
365,198
-6,732
306
$26.1M 0.06%
396,501
-49,070
307
$26M 0.06%
357,757
-10,678
308
$25.9M 0.06%
205,346
+35,811
309
$25.5M 0.05%
331,800
+112,230
310
$25.4M 0.05%
94,990
+279
311
$25.3M 0.05%
53,075
+1,535
312
$25.2M 0.05%
386,662
+40,308
313
$24.7M 0.05%
200,986
-10,716
314
$24.7M 0.05%
218,345
-2,012
315
$24.3M 0.05%
155,730
+6,501
316
$24.1M 0.05%
635,848
+196,544
317
$24.1M 0.05%
790,744
-43,467
318
$23.9M 0.05%
525,590
-44,618
319
$23.8M 0.05%
235,386
-31,805
320
$23.7M 0.05%
488,958
+12,541
321
$23.5M 0.05%
231,145
+19,787
322
$23.4M 0.05%
291,780
+1,641
323
$23.4M 0.05%
693,685
-32,339
324
$23.4M 0.05%
427,327
+2,764
325
$23.3M 0.05%
403,549
+261,576
11 12
13
14 15