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
1001
$2.21M ﹤0.01%
12,869
+6,456
1002
$2.19M ﹤0.01%
41,400
+31,657
1003
$2.18M ﹤0.01%
24,620
+6,766
1004
$2.18M ﹤0.01%
21,896
+2,413
1005
$2.18M ﹤0.01%
30,973
+528
1006
$2.18M ﹤0.01%
7,364
+306
1007
$2.15M ﹤0.01%
158,234
+2,360
1008
$2.15M ﹤0.01%
33,157
+19,927
1009
$2.13M ﹤0.01%
88,646
+9,284
1010
$2.13M ﹤0.01%
44,145
+36,485
1011
$2.12M ﹤0.01%
17,055
+334
1012
$2.11M ﹤0.01%
5,070
+2,776
1013
$2.1M ﹤0.01%
33,867
+14,700
1014
$2.1M ﹤0.01%
62,074
+283
1015
$2.1M ﹤0.01%
20,648
-2,555
1016
$2.09M ﹤0.01%
19,779
+9,141
1017
$2.09M ﹤0.01%
38,406
+4,040
1018
$2.09M ﹤0.01%
31,349
-17,584
1019
$2.09M ﹤0.01%
23,592
+1,868
1020
$2.09M ﹤0.01%
21,785
-932
1021
$2.09M ﹤0.01%
53,558
+12
1022
$2.09M ﹤0.01%
134,357
+21,589
1023
$2.09M ﹤0.01%
66,591
1024
$2.08M ﹤0.01%
35,680
+541
1025
$2.08M ﹤0.01%
126,762
+12,092
39 40
41
42 43