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
751
$4.63M 0.01%
97,450
-78,209
752
$4.58M 0.01%
17,103
+2,671
753
$4.57M 0.01%
24,050
+21,234
754
$4.56M 0.01%
108,760
-10,267
755
$4.56M 0.01%
+92,302
756
$4.56M 0.01%
220,882
+48,587
757
$4.56M 0.01%
50,532
+5,824
758
$4.52M 0.01%
183,203
+20,976
759
$4.52M 0.01%
20,204
+3,048
760
$4.51M 0.01%
132,950
+11,496
761
$4.49M 0.01%
+93,019
762
$4.49M 0.01%
82,830
+5,579
763
$4.49M 0.01%
42,343
-2,182
764
$4.48M 0.01%
5,532
+131
765
$4.46M 0.01%
20,421
+53
766
$4.46M 0.01%
61,608
+5,801
767
$4.42M 0.01%
65,614
+17,964
768
$4.41M 0.01%
24,240
+16,932
769
$4.41M 0.01%
74,367
-2,292
770
$4.33M 0.01%
179,127
+321
771
$4.32M 0.01%
40,717
-3,177
772
$4.29M 0.01%
109,543
+12,773
773
$4.28M 0.01%
104,219
+27,152
774
$4.27M 0.01%
84,100
+27,006
775
$4.27M 0.01%
59,933
+12,861
29 30
31
32 33