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
626
$6.85M 0.01%
29,689
-2,509
627
$6.84M 0.01%
41,957
+5,823
628
$6.82M 0.01%
157,296
+432
629
$6.78M 0.01%
357,875
-34,186
630
$6.77M 0.01%
+98,614
631
$6.77M 0.01%
43,421
-5,809
632
$6.76M 0.01%
144,405
+6,681
633
$6.74M 0.01%
48,258
-2,549
634
$6.74M 0.01%
48,254
-301
635
$6.71M 0.01%
135,532
-240
636
$6.71M 0.01%
33,770
-37,744
637
$6.65M 0.01%
142,192
-17,613
638
$6.64M 0.01%
179,986
-320
639
$6.61M 0.01%
222,012
-6,852
640
$6.61M 0.01%
161,649
-4,606
641
$6.58M 0.01%
174,894
+12,008
642
$6.57M 0.01%
131,960
-14,005
643
$6.55M 0.01%
89,803
-339
644
$6.55M 0.01%
228,809
-9,788
645
$6.53M 0.01%
48,349
+6,038
646
$6.51M 0.01%
128,729
+73,881
647
$6.5M 0.01%
183,521
+34,993
648
$6.5M 0.01%
130,169
-36,220
649
$6.43M 0.01%
161,436
+8,134
650
$6.43M 0.01%
89,421
+25,294
24 25
26
27 28