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
526
$9.56M 0.02%
144,028
-85,654
527
$9.54M 0.02%
53,025
-9,526
528
$9.49M 0.02%
31,627
-642
529
$9.49M 0.02%
18,734
-7,991
530
$9.47M 0.02%
149,273
+10,287
531
$9.31M 0.02%
403,406
+21,632
532
$9.23M 0.02%
136,401
-6,236
533
$9.23M 0.02%
94,106
+6,676
534
$9.19M 0.02%
41,766
+29,058
535
$9.18M 0.02%
160,261
+21,283
536
$9.18M 0.02%
391,176
-57,085
537
$9.17M 0.02%
61,023
+257
538
$9.16M 0.02%
127,736
-1,753
539
$9.13M 0.02%
153,686
-7,026
540
$9.12M 0.02%
88,341
-1,161
541
$9.06M 0.02%
145,388
+1,983
542
$8.92M 0.02%
32,242
+420
543
$8.84M 0.02%
237,198
+15,858
544
$8.84M 0.02%
175,081
-35,525
545
$8.84M 0.02%
149,226
-3,527
546
$8.81M 0.02%
171,936
-801,624
547
$8.81M 0.02%
143,113
+1,150
548
$8.8M 0.02%
117,092
-12,564
549
$8.8M 0.02%
382,423
+2,767
550
$8.76M 0.02%
87,144
+11,008
20 21
22
23 24