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
1126
$1.73M ﹤0.01%
26,116
-1,592
1127
$1.73M ﹤0.01%
82,159
-21,799
1128
$1.72M ﹤0.01%
31,489
-875
1129
$1.72M ﹤0.01%
32,765
-1,054
1130
$1.72M ﹤0.01%
15,755
-5,105
1131
$1.72M ﹤0.01%
36,079
-1,424
1132
$1.71M ﹤0.01%
47,482
-117,479
1133
$1.71M ﹤0.01%
55,023
-10,407
1134
$1.71M ﹤0.01%
87,787
+1,327
1135
$1.7M ﹤0.01%
26,598
+2,072
1136
$1.7M ﹤0.01%
3,197
+1,073
1137
$1.69M ﹤0.01%
1,127
-31
1138
$1.69M ﹤0.01%
69,069
+2,612
1139
$1.68M ﹤0.01%
45,575
-5,307
1140
$1.68M ﹤0.01%
31,671
-6,869
1141
$1.66M ﹤0.01%
11,660
+942
1142
$1.66M ﹤0.01%
10,116
-498
1143
$1.66M ﹤0.01%
63,014
+3,340
1144
$1.65M ﹤0.01%
15,390
-1,481
1145
$1.65M ﹤0.01%
10,657
+1,346
1146
$1.65M ﹤0.01%
28,683
-209
1147
$1.65M ﹤0.01%
5,714
+4,546
1148
$1.65M ﹤0.01%
69,756
+62,315
1149
$1.65M ﹤0.01%
7,800
+4,721
1150
$1.65M ﹤0.01%
40,659
+2,303
44 45
46
47 48