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
351
$19.8M 0.04%
421,715
+47,866
352
$19.8M 0.04%
559,407
-9,661
353
$19.7M 0.04%
179,927
+8,740
354
$19.6M 0.04%
124,403
+2,151
355
$19.5M 0.04%
163,253
-11,041
356
$19.5M 0.04%
101,624
+16,345
357
$19.4M 0.04%
329,618
-22,527
358
$19.4M 0.04%
28
-1
359
$19.3M 0.04%
599,134
+234,318
360
$19.3M 0.04%
562,662
-13,277
361
$19.2M 0.04%
756,256
+9,085
362
$19.1M 0.04%
290,009
-39,039
363
$19.1M 0.04%
198,346
+43,799
364
$19M 0.04%
110,806
+275
365
$18.4M 0.04%
53,227
+17,376
366
$18.4M 0.04%
97,170
+27,253
367
$18.3M 0.04%
852,302
-30,456
368
$18.2M 0.04%
29,307
+1,779
369
$18.1M 0.04%
350,334
-59,666
370
$18.1M 0.04%
204,903
-37,913
371
$18.1M 0.04%
354,547
-4,271
372
$17.9M 0.04%
212,348
-11,213
373
$17.6M 0.04%
166,881
-51,433
374
$17.6M 0.04%
223,265
+29,438
375
$17.5M 0.04%
27,753
+464
13 14
15
16 17