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
976
$2.36M 0.01%
107,791
+29,343
977
$2.35M 0.01%
56,421
-53,046
978
$2.35M 0.01%
+94,693
979
$2.33M 0.01%
45,377
+1,306
980
$2.32M 0.01%
44,415
+2,297
981
$2.32M 0.01%
17,776
+8,021
982
$2.31M 0.01%
64,086
+7,098
983
$2.31M 0.01%
91,390
-23,434
984
$2.31M 0.01%
44,413
-157
985
$2.3M ﹤0.01%
5,374
-5,970
986
$2.3M ﹤0.01%
43,740
-95,809
987
$2.3M ﹤0.01%
116,548
-6,221
988
$2.3M ﹤0.01%
31,525
-1,846
989
$2.28M ﹤0.01%
9,086
+1,302
990
$2.27M ﹤0.01%
23,002
-664
991
$2.27M ﹤0.01%
17,657
+394
992
$2.26M ﹤0.01%
3,878
+547
993
$2.26M ﹤0.01%
6,095
-201
994
$2.25M ﹤0.01%
70,715
+222
995
$2.24M ﹤0.01%
38,301
+149
996
$2.24M ﹤0.01%
14,579
-1,244
997
$2.24M ﹤0.01%
67,983
+8,518
998
$2.24M ﹤0.01%
23,209
-5,168
999
$2.22M ﹤0.01%
56,125
-1,933
1000
$2.21M ﹤0.01%
86,247
+16,793
38 39
40
41 42