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
451
$12.8M 0.03%
281,282
+2,705
452
$12.8M 0.03%
263,139
+38,133
453
$12.7M 0.03%
215,162
-4,238
454
$12.7M 0.03%
162,159
+2,509
455
$12.6M 0.03%
239,904
-6,381
456
$12.6M 0.03%
156,970
-5,549
457
$12.5M 0.03%
151,997
+20,081
458
$12.4M 0.03%
207,056
+4,349
459
$12.4M 0.03%
442,681
+11,635
460
$12.3M 0.03%
45,101
+1,203
461
$12.2M 0.03%
210,130
+75,340
462
$12.2M 0.03%
528,316
+35,650
463
$12.2M 0.03%
165,467
-929
464
$12.2M 0.03%
238,636
-6,293
465
$12.2M 0.03%
281,840
-24,827
466
$12.2M 0.03%
508,272
+2,355
467
$12.1M 0.03%
84,698
-17,634
468
$12M 0.03%
445,246
+12,141
469
$12M 0.03%
114,549
-21,378
470
$12M 0.03%
335,264
-86,732
471
$11.9M 0.03%
96,551
-8
472
$11.9M 0.03%
115,286
+15,517
473
$11.9M 0.03%
142,001
+6,380
474
$11.8M 0.03%
102,418
-3,449
475
$11.8M 0.03%
64,594
-4,508
17 18
19
20 21