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
1051
$1.98M ﹤0.01%
68,998
-3,295
1052
$1.98M ﹤0.01%
13,371
+1,321
1053
$1.98M ﹤0.01%
116,667
+40,229
1054
$1.97M ﹤0.01%
83,104
+1
1055
$1.97M ﹤0.01%
20,786
+12,822
1056
$1.97M ﹤0.01%
11,515
+1,178
1057
$1.96M ﹤0.01%
41,395
-2,565
1058
$1.96M ﹤0.01%
39,022
-3,820
1059
$1.96M ﹤0.01%
7,708
+1,683
1060
$1.96M ﹤0.01%
69,334
+2,685
1061
$1.96M ﹤0.01%
87,794
+57,400
1062
$1.95M ﹤0.01%
5,948
-357
1063
$1.95M ﹤0.01%
60,589
-4,931
1064
$1.95M ﹤0.01%
41,223
+348
1065
$1.95M ﹤0.01%
160,112
-3,077
1066
$1.94M ﹤0.01%
25,521
-296
1067
$1.94M ﹤0.01%
47,068
+6,358
1068
$1.94M ﹤0.01%
18,896
+4,002
1069
$1.93M ﹤0.01%
115,616
+41,458
1070
$1.92M ﹤0.01%
+36,353
1071
$1.92M ﹤0.01%
267,596
+23,300
1072
$1.92M ﹤0.01%
65,922
-3,482
1073
$1.92M ﹤0.01%
19,720
-6,488
1074
$1.91M ﹤0.01%
19,477
+2,552
1075
$1.91M ﹤0.01%
11,948
+319
41 42
43
44 45