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
1076
$1.9M ﹤0.01%
19,832
+12,676
1077
$1.9M ﹤0.01%
30,552
+19,850
1078
$1.9M ﹤0.01%
4,407
-50
1079
$1.89M ﹤0.01%
53,755
-9,246
1080
$1.89M ﹤0.01%
4,119
-115
1081
$1.89M ﹤0.01%
42,789
+156
1082
$1.88M ﹤0.01%
207,939
+162,518
1083
$1.87M ﹤0.01%
7,705
+1,904
1084
$1.87M ﹤0.01%
13,303
+7,905
1085
$1.86M ﹤0.01%
22,689
-284
1086
$1.86M ﹤0.01%
96,070
+38,905
1087
$1.86M ﹤0.01%
39,234
+1,309
1088
$1.85M ﹤0.01%
10,371
+1,048
1089
$1.85M ﹤0.01%
26,641
-1,567
1090
$1.84M ﹤0.01%
3,427
+14
1091
$1.84M ﹤0.01%
3,049
-4,265
1092
$1.84M ﹤0.01%
21,494
+161
1093
$1.84M ﹤0.01%
6,757
+76
1094
$1.83M ﹤0.01%
69,081
+1,112
1095
$1.83M ﹤0.01%
16,791
-3,408
1096
$1.82M ﹤0.01%
22,607
+7,865
1097
$1.82M ﹤0.01%
8,718
+599
1098
$1.82M ﹤0.01%
13,820
+4,530
1099
$1.82M ﹤0.01%
47,087
+4,666
1100
$1.81M ﹤0.01%
146,833
-8,460
42 43
44
45 46