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
76
$118M 0.25%
5,390,404
-666,925
77
$117M 0.25%
1,672,558
-69,382
78
$116M 0.25%
2,293,747
+80,048
79
$114M 0.25%
1,047,642
+493,455
80
$111M 0.24%
365,663
-27,591
81
$110M 0.24%
556,295
+104,454
82
$109M 0.23%
1,888,102
+111,670
83
$109M 0.23%
122,992
+7,684
84
$108M 0.23%
522,016
+37,770
85
$107M 0.23%
1,885,583
-93,642
86
$105M 0.23%
2,587,564
-6,770
87
$105M 0.23%
325,976
-15,702
88
$105M 0.23%
1,089,798
+16,425
89
$105M 0.22%
547,912
-18,424
90
$104M 0.22%
506,285
-4,144
91
$103M 0.22%
546,343
+85
92
$102M 0.22%
3,918,255
-390,717
93
$102M 0.22%
+2,107,388
94
$102M 0.22%
1,637,530
+1,085
95
$101M 0.22%
973,063
+25,158
96
$101M 0.22%
490,191
+3,994
97
$98.7M 0.21%
1,583,048
+113,532
98
$97.4M 0.21%
1,844,888
+4,719
99
$97.2M 0.21%
2,834,335
-58,179
100
$96.9M 0.21%
357,774
-5,224
2 3
4
5 6