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
476
$11.7M 0.03%
194,123
+2,953
477
$11.7M 0.03%
118,563
+4,625
478
$11.6M 0.03%
86,565
+4,521
479
$11.5M 0.02%
718,823
+22,053
480
$11.4M 0.02%
150,375
-9,454
481
$11.4M 0.02%
146,602
-3,239
482
$11.1M 0.02%
57,515
-19,428
483
$11.1M 0.02%
44,763
+1,529
484
$11.1M 0.02%
293,913
+9,679
485
$11M 0.02%
930,415
+447,444
486
$11M 0.02%
362,008
-24,220
487
$10.9M 0.02%
220,300
+972
488
$10.9M 0.02%
240,944
-560
489
$10.9M 0.02%
48,643
-13,329
490
$10.8M 0.02%
53,971
+593
491
$10.8M 0.02%
465,782
-18,101
492
$10.8M 0.02%
171,387
-12,333
493
$10.8M 0.02%
44,081
+40,853
494
$10.8M 0.02%
404,265
-35,057
495
$10.8M 0.02%
44,637
-453
496
$10.8M 0.02%
136,940
-1,063
497
$10.6M 0.02%
459,675
-25,287
498
$10.6M 0.02%
20,427
+6,098
499
$10.5M 0.02%
103,103
+6,673
500
$10.5M 0.02%
11,871
-2,626
18 19
20
21 22