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
726
$4.86M 0.01%
18,092
-334
727
$4.85M 0.01%
12,448
+7,255
728
$4.83M 0.01%
88,624
-1,706
729
$4.82M 0.01%
42,099
-84
730
$4.8M 0.01%
234,954
-5,822
731
$4.78M 0.01%
10,625
+727
732
$4.78M 0.01%
35,764
+926
733
$4.77M 0.01%
33,261
+24,842
734
$4.77M 0.01%
169,442
+11,216
735
$4.76M 0.01%
12,439
-60
736
$4.75M 0.01%
167,119
+59,672
737
$4.75M 0.01%
9,999
-72
738
$4.74M 0.01%
23,145
+19,175
739
$4.74M 0.01%
39,575
+4,387
740
$4.73M 0.01%
100,087
+13,826
741
$4.72M 0.01%
52,017
-3,693
742
$4.72M 0.01%
32,419
-2,643
743
$4.72M 0.01%
23,748
-9,902
744
$4.7M 0.01%
91,164
+23,690
745
$4.7M 0.01%
38,359
+7,338
746
$4.68M 0.01%
14,335
-786
747
$4.67M 0.01%
79,152
+71,442
748
$4.67M 0.01%
16,939
-944
749
$4.67M 0.01%
115,072
-1,559
750
$4.65M 0.01%
130,067
+15,056
28 29
30
31 32