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
26
$293M 0.63%
1,457,528
+45,946
27
$292M 0.63%
3,204,000
+1,957
28
$292M 0.63%
5,755,150
+1,053,392
29
$266M 0.57%
1,534,201
-9,644
30
$242M 0.52%
855,666
+25,622
31
$241M 0.52%
595,437
-33,008
32
$228M 0.49%
3,862,312
+291,976
33
$224M 0.48%
383,016
-22,981
34
$221M 0.47%
803,111
+99,350
35
$220M 0.47%
451,355
-5,760
36
$220M 0.47%
1,878,691
+213,712
37
$215M 0.46%
1,328,909
+60,128
38
$213M 0.46%
4,195,271
+796,494
39
$205M 0.44%
534,897
+5,806
40
$205M 0.44%
7,648,833
-98,286
41
$203M 0.44%
4,747,154
-183,470
42
$197M 0.42%
343,838
+52,522
43
$196M 0.42%
967,866
-50,923
44
$187M 0.4%
2,316,752
-97,335
45
$185M 0.4%
935,371
-5,351
46
$181M 0.39%
1,049,549
+121,329
47
$180M 0.39%
1,028,623
+60,315
48
$174M 0.37%
1,040,097
-53,773
49
$172M 0.37%
779,468
+68,760
50
$171M 0.37%
2,644,922
-4,457
1
2
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