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
426
$14.4M 0.03%
13,826
-2,147
427
$14.3M 0.03%
175,590
-96,890
428
$14.2M 0.03%
539,827
+19,240
429
$14.1M 0.03%
349,395
+219,272
430
$14M 0.03%
1,045,522
+274,331
431
$14M 0.03%
93,252
-3,328
432
$14M 0.03%
86,113
-2,921
433
$13.9M 0.03%
102,703
+4,383
434
$13.9M 0.03%
209,318
+12,581
435
$13.8M 0.03%
260,067
+165,615
436
$13.8M 0.03%
117,233
-1,229
437
$13.7M 0.03%
+713,540
438
$13.6M 0.03%
113,968
-22,485
439
$13.6M 0.03%
61,766
+13,561
440
$13.6M 0.03%
102,881
-5,481
441
$13.6M 0.03%
468,153
-184,864
442
$13.6M 0.03%
154,775
-8,708
443
$13.5M 0.03%
99,189
+4,919
444
$13.5M 0.03%
103,132
+55,300
445
$13.3M 0.03%
140,426
-1,716
446
$13.3M 0.03%
158,538
+87,470
447
$13.2M 0.03%
402,554
+222,391
448
$13.2M 0.03%
253,094
+19,100
449
$13.1M 0.03%
184,859
+6,037
450
$13M 0.03%
98,601
-1,360
16 17
18
19 20