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
926
$2.77M 0.01%
93,804
-3,251
927
$2.76M 0.01%
119,862
-4,493
928
$2.76M 0.01%
26,576
+810
929
$2.76M 0.01%
8,710
-3
930
$2.76M 0.01%
15,534
+421
931
$2.75M 0.01%
27,042
-457
932
$2.75M 0.01%
15,971
-14,561
933
$2.75M 0.01%
117,439
-3,963
934
$2.75M 0.01%
75,775
+11,180
935
$2.75M 0.01%
97,672
+2,693
936
$2.74M 0.01%
31,921
-4,548
937
$2.73M 0.01%
60,971
+1,176
938
$2.71M 0.01%
33,788
-1,141
939
$2.71M 0.01%
52,047
+688
940
$2.67M 0.01%
208,770
-60,800
941
$2.67M 0.01%
21,554
+17,202
942
$2.67M 0.01%
33,777
+1,391
943
$2.66M 0.01%
79,907
+14,986
944
$2.65M 0.01%
+108,273
945
$2.64M 0.01%
44,420
-8,941
946
$2.64M 0.01%
39,845
-3,009
947
$2.64M 0.01%
150,462
+110,418
948
$2.63M 0.01%
104,214
+3,806
949
$2.62M 0.01%
32,587
+3,757
950
$2.61M 0.01%
74,455
+2,634
36 37
38
39 40