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
51
$170M 0.37%
8,180,333
+1,182,411
52
$170M 0.37%
998,967
+31,592
53
$170M 0.36%
6,127,146
-85,308
54
$168M 0.36%
8,192,472
-104,364
55
$161M 0.35%
484,518
-8,741
56
$154M 0.33%
4,495,574
-149,071
57
$151M 0.32%
1,328,564
+64,442
58
$150M 0.32%
302,889
+27,863
59
$149M 0.32%
397,062
+12,017
60
$149M 0.32%
167,718
+10,665
61
$146M 0.31%
1,871,371
-44,905
62
$144M 0.31%
1,462,895
+151,093
63
$140M 0.3%
1,195,698
+14,521
64
$138M 0.3%
2,596,059
+217,235
65
$137M 0.29%
521,945
-34,922
66
$135M 0.29%
792,056
+143,820
67
$133M 0.29%
295,828
-3,283
68
$131M 0.28%
2,348,951
-4,326
69
$130M 0.28%
881,599
-1,033
70
$127M 0.27%
3,192,120
+38,423
71
$126M 0.27%
1,610,345
+597,770
72
$126M 0.27%
662,070
-4,851
73
$121M 0.26%
2,910,296
-377,659
74
$121M 0.26%
1,090,363
-40,873
75
$120M 0.26%
1,048,220
+14,930
1 2
3
4 5