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
901
$2.95M 0.01%
143,663
+38,731
902
$2.95M 0.01%
30,724
-3,654
903
$2.94M 0.01%
58,726
+15,813
904
$2.94M 0.01%
28,084
+6,516
905
$2.94M 0.01%
3,180
-93
906
$2.94M 0.01%
101,179
+12,067
907
$2.94M 0.01%
17,367
-16,687
908
$2.93M 0.01%
95,428
+20,515
909
$2.93M 0.01%
199,377
+65,728
910
$2.93M 0.01%
57,820
+433
911
$2.93M 0.01%
+115,942
912
$2.92M 0.01%
121,124
-8,263
913
$2.91M 0.01%
82,638
-248,103
914
$2.9M 0.01%
16,306
-257
915
$2.89M 0.01%
49,682
-363
916
$2.88M 0.01%
140,803
+50,855
917
$2.88M 0.01%
39,460
-1,052
918
$2.86M 0.01%
30,451
-25,237
919
$2.84M 0.01%
74,003
-18,841
920
$2.83M 0.01%
42,966
+25,722
921
$2.83M 0.01%
17,890
+14,241
922
$2.83M 0.01%
84,552
-3,657
923
$2.83M 0.01%
+31,822
924
$2.82M 0.01%
135,566
-71,307
925
$2.81M 0.01%
45,624
-12,590
35 36
37
38 39