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
576
$8.25M 0.02%
34,385
+2,435
577
$8.25M 0.02%
39,914
-501
578
$8.22M 0.02%
77,009
-4,610
579
$8.18M 0.02%
77,427
+1,014
580
$8.17M 0.02%
130,333
+6,656
581
$8.15M 0.02%
60,178
+3,917
582
$8.15M 0.02%
98,596
+501
583
$8.11M 0.02%
61,259
-4,807
584
$8.1M 0.02%
328,554
+154,321
585
$8.04M 0.02%
113,836
+90,575
586
$7.97M 0.02%
16,195
-4,768
587
$7.94M 0.02%
122,176
-6,426
588
$7.91M 0.02%
88,519
-4,678
589
$7.91M 0.02%
158,417
+2,322
590
$7.88M 0.02%
27,194
-7,899
591
$7.85M 0.02%
70,197
+2,527
592
$7.85M 0.02%
42,903
+7,328
593
$7.82M 0.02%
396,818
-35,561
594
$7.64M 0.02%
29,388
+25,782
595
$7.64M 0.02%
159,976
-7,818
596
$7.62M 0.02%
90,729
-572
597
$7.62M 0.02%
142,583
+861
598
$7.61M 0.02%
242,323
-3,478
599
$7.58M 0.02%
331,401
+63,283
600
$7.51M 0.02%
368,532
+95,067
22 23
24
25 26