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
876
$3.1M 0.01%
50,782
+11,064
877
$3.08M 0.01%
62,993
+44,433
878
$3.08M 0.01%
40,949
+8,014
879
$3.08M 0.01%
20,735
-2,931
880
$3.08M 0.01%
23,893
-5,907
881
$3.08M 0.01%
130,696
-3,289
882
$3.07M 0.01%
656,520
+199,345
883
$3.07M 0.01%
30,619
+15,108
884
$3.06M 0.01%
10,582
-3,662
885
$3.06M 0.01%
55,948
+1,962
886
$3.05M 0.01%
52,973
-13,509
887
$3.05M 0.01%
387,575
+677
888
$3.02M 0.01%
125,426
-2,283
889
$3.01M 0.01%
56,141
-2,322
890
$3.01M 0.01%
76,567
+65,695
891
$3M 0.01%
57,807
-44,712
892
$3M 0.01%
115,875
+59,802
893
$2.99M 0.01%
14,240
+1,877
894
$2.98M 0.01%
49,155
+476
895
$2.98M 0.01%
40,646
+9,175
896
$2.98M 0.01%
29,909
+8,855
897
$2.97M 0.01%
121,344
+15,800
898
$2.97M 0.01%
302
-7
899
$2.96M 0.01%
94,305
+34,493
900
$2.95M 0.01%
49,451
+6,715
34 35
36
37 38