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
951
$2.57M 0.01%
23,326
+465
952
$2.56M 0.01%
13,360
+372
953
$2.55M 0.01%
25,575
-3,010
954
$2.55M 0.01%
28,786
-3,329
955
$2.54M 0.01%
19,337
+340
956
$2.53M 0.01%
28,281
+1,148
957
$2.53M 0.01%
125,983
-1,886
958
$2.53M 0.01%
99,454
-4,993
959
$2.51M 0.01%
24,458
+388
960
$2.5M 0.01%
99,435
+22,296
961
$2.49M 0.01%
49,247
962
$2.48M 0.01%
97,363
+21,419
963
$2.48M 0.01%
67,124
-14,511
964
$2.48M 0.01%
+113,130
965
$2.48M 0.01%
128,270
+524
966
$2.47M 0.01%
20,421
+3,899
967
$2.46M 0.01%
130,783
+45,162
968
$2.43M 0.01%
35,701
-2,521
969
$2.41M 0.01%
10,915
+225
970
$2.4M 0.01%
55,911
+6,846
971
$2.39M 0.01%
61,242
+2,330
972
$2.38M 0.01%
49,363
-4,296
973
$2.37M 0.01%
264,178
-19,390
974
$2.37M 0.01%
28,817
-412
975
$2.37M 0.01%
+81,174
37 38
39
40 41