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
776
$4.26M 0.01%
34,767
+436
777
$4.21M 0.01%
100,711
-28,452
778
$4.21M 0.01%
153,314
+11,776
779
$4.21M 0.01%
98,197
+1,682
780
$4.18M 0.01%
41,976
+90
781
$4.17M 0.01%
19,393
-17,111
782
$4.17M 0.01%
92,376
+295
783
$4.16M 0.01%
112,604
+43,869
784
$4.16M 0.01%
23,823
-472
785
$4.15M 0.01%
15,277
-14,007
786
$4.14M 0.01%
26,224
-27
787
$4.13M 0.01%
125,128
+9,315
788
$4.13M 0.01%
53,225
+1,347
789
$4.13M 0.01%
43,164
-2,392
790
$4.12M 0.01%
24,756
+3,094
791
$4.1M 0.01%
55,961
+1,159
792
$4.08M 0.01%
208,774
+39,553
793
$4.05M 0.01%
23,021
+11,295
794
$4.05M 0.01%
93,479
+3,876
795
$4.03M 0.01%
45,275
-138
796
$4.01M 0.01%
25,865
+243
797
$4.01M 0.01%
13,635
+270
798
$4M 0.01%
161,135
-2,100
799
$3.99M 0.01%
62,902
+2,278
800
$3.99M 0.01%
18,248
+45
30 31
32
33 34