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
376
$17.4M 0.04%
564,427
+135,724
377
$17.2M 0.04%
155,616
+1,821
378
$17.2M 0.04%
5,453
-61
379
$17.1M 0.04%
116,849
-1,201
380
$17M 0.04%
22,013
-4,652
381
$17M 0.04%
204,032
-4,281
382
$17M 0.04%
221,886
+3,697
383
$16.9M 0.04%
261,125
-1,897
384
$16.8M 0.04%
104,028
+89,052
385
$16.6M 0.04%
84,352
-300
386
$16.6M 0.04%
198,576
+54,086
387
$16.6M 0.04%
118,366
+6,321
388
$16.5M 0.04%
153,227
-2,894
389
$16.4M 0.04%
91,488
+4,492
390
$16.3M 0.04%
106,146
+2,825
391
$16.3M 0.04%
107,565
-9,097
392
$16.3M 0.03%
145,409
+7,575
393
$16.2M 0.03%
123,288
+9,414
394
$16M 0.03%
936,527
+453,869
395
$16M 0.03%
549,317
+91,988
396
$15.9M 0.03%
338,226
+13,479
397
$15.8M 0.03%
122,292
-20,786
398
$15.7M 0.03%
273,680
+8,885
399
$15.7M 0.03%
292,670
+9,173
400
$15.6M 0.03%
119,688
-75
14 15
16
17 18