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
401
$15.6M 0.03%
55,394
+536
402
$15.5M 0.03%
51,845
+14,983
403
$15.4M 0.03%
190,769
+11,249
404
$15.4M 0.03%
120,134
+704
405
$15.2M 0.03%
28,825
+1,157
406
$15.2M 0.03%
172,350
-277
407
$15.2M 0.03%
30,005
+4,565
408
$15.1M 0.03%
32,237
+2,708
409
$15.1M 0.03%
398,894
-183,182
410
$15.1M 0.03%
136,354
+124,050
411
$15.1M 0.03%
343,599
+23,360
412
$15.1M 0.03%
152,282
-6,608
413
$15M 0.03%
404,096
+47,054
414
$15M 0.03%
29,634
+19,659
415
$15M 0.03%
554,303
+291,578
416
$14.9M 0.03%
191,741
+5,589
417
$14.9M 0.03%
297,105
-10,820
418
$14.8M 0.03%
186,775
-5,553
419
$14.8M 0.03%
98,619
+48,545
420
$14.7M 0.03%
388,047
+276,099
421
$14.6M 0.03%
152,538
+42,187
422
$14.5M 0.03%
655,992
-39,615
423
$14.5M 0.03%
7,437
+6,018
424
$14.4M 0.03%
109,832
+20,042
425
$14.4M 0.03%
411,495
+257,079
15 16
17
18 19