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
501
$10.5M 0.02%
40,250
+1,861
502
$10.2M 0.02%
89,204
+1,791
503
$10.2M 0.02%
93,686
-2,396
504
$10.2M 0.02%
246,843
-26,919
505
$10.1M 0.02%
559,805
+28,854
506
$10.1M 0.02%
84,038
+4,709
507
$10.1M 0.02%
198,879
-84,600
508
$10.1M 0.02%
99,401
+19,991
509
$10.1M 0.02%
342,362
+17,979
510
$10.1M 0.02%
122,194
-5,999
511
$10M 0.02%
220,101
+22,160
512
$10M 0.02%
40,405
+654
513
$9.94M 0.02%
129,350
+34,809
514
$9.9M 0.02%
140,039
+4,197
515
$9.87M 0.02%
312,171
+28,947
516
$9.86M 0.02%
17,718
-380
517
$9.85M 0.02%
143,741
+8,342
518
$9.79M 0.02%
93,266
-25,315
519
$9.71M 0.02%
40,814
-3,024
520
$9.65M 0.02%
27,888
-28,295
521
$9.64M 0.02%
67,191
+16,445
522
$9.58M 0.02%
79,303
+17,743
523
$9.57M 0.02%
56,778
+3,458
524
$9.56M 0.02%
102,188
+17,637
525
$9.56M 0.02%
60,177
-1,291
19 20
21
22 23