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
651
$6.4M 0.01%
144,642
+5,235
652
$6.37M 0.01%
52,583
-1,721
653
$6.36M 0.01%
4,052
+53
654
$6.34M 0.01%
63,231
-2,583
655
$6.31M 0.01%
63,744
+9,975
656
$6.28M 0.01%
171,791
+101,674
657
$6.28M 0.01%
17,040
+12,357
658
$6.27M 0.01%
50,761
-5,947
659
$6.25M 0.01%
108,112
-5,527
660
$6.23M 0.01%
22,978
+1,333
661
$6.22M 0.01%
68,804
+809
662
$6.21M 0.01%
161,295
+67,771
663
$6.21M 0.01%
52,400
+20,810
664
$6.19M 0.01%
134,856
+9,877
665
$6.19M 0.01%
144,408
+993
666
$6.18M 0.01%
26,973
+454
667
$6.13M 0.01%
132,079
+124,684
668
$6.12M 0.01%
59,836
-1,326
669
$6.11M 0.01%
156,755
-3,936
670
$6.09M 0.01%
106,445
+4,559
671
$6.03M 0.01%
172,749
-4,723
672
$6.03M 0.01%
22,289
-1,911
673
$6.01M 0.01%
169,560
+11,043
674
$5.97M 0.01%
+212,867
675
$5.94M 0.01%
142,709
-54,021
25 26
27
28 29