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
601
$7.49M 0.02%
37,370
-5,865
602
$7.46M 0.02%
45,777
+1,465
603
$7.45M 0.02%
5,220
+1,322
604
$7.43M 0.02%
289,702
-128,310
605
$7.41M 0.02%
53,152
+48
606
$7.38M 0.02%
153,913
+7,303
607
$7.37M 0.02%
89,640
-4,912
608
$7.35M 0.02%
31,903
+23,453
609
$7.34M 0.02%
26,023
+952
610
$7.32M 0.02%
192,744
-27,846
611
$7.24M 0.02%
200,059
-4,701
612
$7.23M 0.02%
244,843
+22,398
613
$7.18M 0.02%
110,528
+15,941
614
$7.13M 0.02%
83,371
+4,307
615
$7.12M 0.02%
140,607
-3,662
616
$7.11M 0.02%
121,015
-2,606
617
$7.11M 0.02%
268,036
+34,161
618
$7.09M 0.02%
138,486
+3,895
619
$7.08M 0.02%
50,693
-340
620
$7.02M 0.02%
60,316
+673
621
$7M 0.02%
78,503
+1,996
622
$6.97M 0.02%
170,865
-2,454
623
$6.96M 0.02%
74,802
+7,809
624
$6.96M 0.02%
117,445
+47
625
$6.85M 0.01%
140,227
-1,917
23 24
25
26 27