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
676
$5.93M 0.01%
205,588
-5,868
677
$5.88M 0.01%
123,722
-553,366
678
$5.84M 0.01%
75,323
+20,368
679
$5.84M 0.01%
46,210
+327
680
$5.8M 0.01%
23,616
+2,725
681
$5.77M 0.01%
119,523
-1,312
682
$5.74M 0.01%
73,537
+21,002
683
$5.72M 0.01%
65,430
+2,435
684
$5.71M 0.01%
26,501
-6,900
685
$5.62M 0.01%
17,355
+1,236
686
$5.59M 0.01%
266,959
-12,882
687
$5.59M 0.01%
34,785
+11,498
688
$5.59M 0.01%
110,442
+37,579
689
$5.55M 0.01%
252,976
+17,888
690
$5.53M 0.01%
107,470
+96,618
691
$5.49M 0.01%
80,811
+53,576
692
$5.47M 0.01%
110,801
-12,196
693
$5.45M 0.01%
62,238
-29,378
694
$5.39M 0.01%
50,053
-2,534
695
$5.38M 0.01%
107,339
-7,603
696
$5.34M 0.01%
232,065
+397
697
$5.34M 0.01%
63,770
+7,291
698
$5.31M 0.01%
260,604
-12,381
699
$5.3M 0.01%
107,456
-8,672
700
$5.3M 0.01%
65,812
-176
26 27
28
29 30