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
851
$3.34M 0.01%
47,922
+8,730
852
$3.34M 0.01%
40,248
+3,179
853
$3.33M 0.01%
70,947
+48,691
854
$3.33M 0.01%
30,562
-1,461
855
$3.33M 0.01%
121,257
+96,680
856
$3.32M 0.01%
104,648
+19,118
857
$3.28M 0.01%
98,594
+27,962
858
$3.28M 0.01%
96,303
+76,540
859
$3.28M 0.01%
3,690
+8
860
$3.26M 0.01%
165,445
+41,769
861
$3.26M 0.01%
23,187
+20,057
862
$3.24M 0.01%
104,905
+70,278
863
$3.24M 0.01%
100,564
+20,237
864
$3.23M 0.01%
123,079
-9,079
865
$3.21M 0.01%
106,106
-6,999
866
$3.2M 0.01%
88,517
+1,445
867
$3.19M 0.01%
73,526
-5,566
868
$3.18M 0.01%
93,495
-6,778
869
$3.18M 0.01%
44,054
-519
870
$3.16M 0.01%
62,263
+2,966
871
$3.15M 0.01%
82,467
-19,508
872
$3.13M 0.01%
28,398
-4,538
873
$3.12M 0.01%
34,234
+69
874
$3.12M 0.01%
12,287
875
$3.11M 0.01%
+42,849
33 34
35
36 37