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
1026
$2.08M ﹤0.01%
22,482
+626
1027
$2.08M ﹤0.01%
34,967
+6,202
1028
$2.08M ﹤0.01%
3,559
+1,540
1029
$2.07M ﹤0.01%
+31,706
1030
$2.07M ﹤0.01%
44,144
-5,204
1031
$2.07M ﹤0.01%
42,424
-8,854
1032
$2.06M ﹤0.01%
11,446
-292
1033
$2.06M ﹤0.01%
50,650
+8,811
1034
$2.06M ﹤0.01%
160,456
+46,005
1035
$2.05M ﹤0.01%
25,712
+2,868
1036
$2.04M ﹤0.01%
82,218
1037
$2.04M ﹤0.01%
86,726
+54,898
1038
$2.02M ﹤0.01%
25,014
+4,298
1039
$2.02M ﹤0.01%
70,975
+21,000
1040
$2.01M ﹤0.01%
35,009
+17,679
1041
$2.01M ﹤0.01%
39,668
+18,335
1042
$2.01M ﹤0.01%
60,749
+2,474
1043
$2.01M ﹤0.01%
9,278
+5,669
1044
$2.01M ﹤0.01%
47,846
+3,530
1045
$2M ﹤0.01%
5,319
-6,919
1046
$2M ﹤0.01%
25,024
-1,368
1047
$1.99M ﹤0.01%
32,679
+25,369
1048
$1.99M ﹤0.01%
73,689
1049
$1.99M ﹤0.01%
102,734
+4,934
1050
$1.99M ﹤0.01%
34,368
-854
40 41
42
43 44