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
801
$3.95M 0.01%
58,101
+4,281
802
$3.95M 0.01%
137,371
+31,022
803
$3.93M 0.01%
31,214
+1,861
804
$3.93M 0.01%
160,640
+864
805
$3.92M 0.01%
76,154
-3,735
806
$3.92M 0.01%
23,168
-1,016
807
$3.92M 0.01%
77,439
-8,145
808
$3.9M 0.01%
+121,080
809
$3.9M 0.01%
184,760
+22,233
810
$3.87M 0.01%
76,448
+23,817
811
$3.85M 0.01%
30,849
+1,663
812
$3.84M 0.01%
58,348
+9,494
813
$3.82M 0.01%
92,168
+1,584
814
$3.82M 0.01%
101,370
-25,607
815
$3.82M 0.01%
37,211
-6,920
816
$3.8M 0.01%
85,389
+3,505
817
$3.79M 0.01%
41,278
+81
818
$3.79M 0.01%
127,678
+21,603
819
$3.75M 0.01%
71,541
+30,492
820
$3.74M 0.01%
69,300
-1,650
821
$3.73M 0.01%
47,319
+325
822
$3.73M 0.01%
143,547
+6,355
823
$3.72M 0.01%
115,361
+8,517
824
$3.66M 0.01%
202,936
-163,097
825
$3.65M 0.01%
28,770
+4,864
31 32
33
34 35