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
1101
$1.81M ﹤0.01%
35,885
-15,048
1102
$1.81M ﹤0.01%
39,262
+5,463
1103
$1.8M ﹤0.01%
7,987
+975
1104
$1.8M ﹤0.01%
7,731
-977
1105
$1.8M ﹤0.01%
50,466
+18,671
1106
$1.8M ﹤0.01%
8,491
+964
1107
$1.79M ﹤0.01%
26,719
+1,377
1108
$1.79M ﹤0.01%
7,100
-685
1109
$1.79M ﹤0.01%
80,853
+71,486
1110
$1.78M ﹤0.01%
29,061
+23,073
1111
$1.78M ﹤0.01%
17,878
-9,455
1112
$1.78M ﹤0.01%
19,808
+754
1113
$1.77M ﹤0.01%
7,271
+1,893
1114
$1.77M ﹤0.01%
6,454
+2,323
1115
$1.77M ﹤0.01%
6,732
+3,421
1116
$1.77M ﹤0.01%
20,299
-6,557
1117
$1.76M ﹤0.01%
50,492
-7,400
1118
$1.76M ﹤0.01%
15,001
-546
1119
$1.76M ﹤0.01%
63,215
-6,942
1120
$1.76M ﹤0.01%
30,978
+245
1121
$1.76M ﹤0.01%
24,886
+3,302
1122
$1.75M ﹤0.01%
4,874
+2,208
1123
$1.75M ﹤0.01%
3,542
-16
1124
$1.74M ﹤0.01%
12,910
-34
1125
$1.73M ﹤0.01%
36,837
-1,883
43 44
45
46 47