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
551
$8.72M 0.02%
74,170
+1,178
552
$8.72M 0.02%
123,458
+16,028
553
$8.65M 0.02%
78,530
+1,225
554
$8.63M 0.02%
101,810
-3,074
555
$8.59M 0.02%
4,187
+1,605
556
$8.59M 0.02%
204,089
-1,045
557
$8.58M 0.02%
89,605
-17
558
$8.56M 0.02%
156,608
-7,486
559
$8.55M 0.02%
136,505
+7,129
560
$8.53M 0.02%
4,634
-21
561
$8.51M 0.02%
351,413
+532
562
$8.5M 0.02%
170,750
-79,836
563
$8.44M 0.02%
77,011
-16,521
564
$8.41M 0.02%
100,446
+11,932
565
$8.41M 0.02%
118,302
+7,115
566
$8.41M 0.02%
389,902
-22,409
567
$8.39M 0.02%
233,969
+37,761
568
$8.38M 0.02%
76,276
+62,416
569
$8.35M 0.02%
67,438
-5,349
570
$8.34M 0.02%
59,479
+1,434
571
$8.33M 0.02%
85,233
+4,304
572
$8.31M 0.02%
108,400
-13,082
573
$8.3M 0.02%
247,853
-367
574
$8.28M 0.02%
198,199
-3,400
575
$8.27M 0.02%
180,820
+5,612
21 22
23
24 25