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
701
$5.29M 0.01%
80,094
-2,437
702
$5.27M 0.01%
126,106
+13,413
703
$5.25M 0.01%
152,109
-684
704
$5.23M 0.01%
12,149
+2,161
705
$5.2M 0.01%
74,492
+63,181
706
$5.19M 0.01%
47,373
+889
707
$5.16M 0.01%
32,382
+750
708
$5.16M 0.01%
104,910
+15,284
709
$5.15M 0.01%
62,462
+7,440
710
$5.14M 0.01%
100,928
+812
711
$5.14M 0.01%
104,810
-289
712
$5.1M 0.01%
108,198
-8,323
713
$5.09M 0.01%
46,065
+22,267
714
$5.07M 0.01%
118,489
+18,371
715
$5.06M 0.01%
33,516
+4,012
716
$5.02M 0.01%
141,869
-180,961
717
$4.99M 0.01%
440,391
+25,827
718
$4.99M 0.01%
26,157
-193
719
$4.99M 0.01%
+196,124
720
$4.98M 0.01%
41,937
-71,761
721
$4.96M 0.01%
12,422
+3,269
722
$4.96M 0.01%
41,859
+21,418
723
$4.89M 0.01%
689,391
+29,872
724
$4.88M 0.01%
14,133
+3,479
725
$4.86M 0.01%
40,203
-6,645
27 28
29
30 31