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
826
$3.61M 0.01%
87,275
-9,625
827
$3.61M 0.01%
345,049
-100
828
$3.6M 0.01%
67,658
+11,320
829
$3.6M 0.01%
64,756
+1,403
830
$3.58M 0.01%
142,479
-19,612
831
$3.57M 0.01%
100,694
+14,469
832
$3.56M 0.01%
26,210
+1,688
833
$3.56M 0.01%
114,852
+2,026
834
$3.56M 0.01%
46,134
+3,647
835
$3.56M 0.01%
49,345
-386
836
$3.55M 0.01%
156,685
+23,686
837
$3.54M 0.01%
151,663
+7,811
838
$3.53M 0.01%
79,707
+1,410
839
$3.52M 0.01%
12,392
-1,461
840
$3.48M 0.01%
99,225
-11,521
841
$3.48M 0.01%
52,743
+3,889
842
$3.46M 0.01%
180,287
-6,843
843
$3.44M 0.01%
23,004
+1,564
844
$3.43M 0.01%
52,006
+1,721
845
$3.42M 0.01%
52,517
+1,941
846
$3.4M 0.01%
52,578
+21,172
847
$3.38M 0.01%
20,793
-7,502
848
$3.37M 0.01%
166,423
-40,239
849
$3.36M 0.01%
62,456
+54,112
850
$3.36M 0.01%
92,127
+69,985
32 33
34
35 36