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
326
$23.2M 0.05%
624,287
-173,571
327
$23M 0.05%
59,092
-5,877
328
$22.7M 0.05%
333,044
+853
329
$22.6M 0.05%
246,053
-11,006
330
$22.5M 0.05%
585,226
-11,019
331
$22.5M 0.05%
589,315
+2,169
332
$22.5M 0.05%
344,795
+220,386
333
$22.4M 0.05%
728,014
+89,698
334
$22.1M 0.05%
818,682
-1,328
335
$22.1M 0.05%
458,772
-8,683
336
$21.8M 0.05%
378,891
-47,184
337
$21.5M 0.05%
1,143,058
-149,194
338
$21.4M 0.05%
478,420
+149,070
339
$21.3M 0.05%
782,216
+11,403
340
$21.1M 0.05%
492,786
-18,346
341
$21.1M 0.05%
255,240
+1,828
342
$21M 0.05%
185,091
-9,098
343
$20.8M 0.04%
212,422
+62,646
344
$20.7M 0.04%
153,265
-3,164
345
$20.6M 0.04%
566,668
+32,983
346
$20.4M 0.04%
97,193
-34,984
347
$20M 0.04%
308,989
+5,516
348
$20M 0.04%
749,674
-8,428
349
$19.9M 0.04%
218,544
+18,782
350
$19.8M 0.04%
432,815
-36,705
12 13
14
15 16