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
1151
$1.64M ﹤0.01%
33,019
+19,459
1152
$1.63M ﹤0.01%
4,163
+1,877
1153
$1.63M ﹤0.01%
25,641
+9,773
1154
$1.63M ﹤0.01%
25,715
+9,965
1155
$1.63M ﹤0.01%
8,498
-2,145
1156
$1.62M ﹤0.01%
18,665
+19
1157
$1.61M ﹤0.01%
71,981
-5,215
1158
$1.61M ﹤0.01%
14,363
-2,625
1159
$1.6M ﹤0.01%
14,658
-930
1160
$1.6M ﹤0.01%
38,231
+5,839
1161
$1.59M ﹤0.01%
13,279
-213
1162
$1.59M ﹤0.01%
26,143
+8,393
1163
$1.59M ﹤0.01%
54,569
+13,640
1164
$1.59M ﹤0.01%
48,894
-19,460
1165
$1.59M ﹤0.01%
111,699
-12,852
1166
$1.59M ﹤0.01%
28,649
+21,384
1167
$1.58M ﹤0.01%
14,672
+1,835
1168
$1.58M ﹤0.01%
17,959
-1,267
1169
$1.57M ﹤0.01%
8,894
+4,469
1170
$1.57M ﹤0.01%
46,950
+1,296
1171
$1.57M ﹤0.01%
25,369
+8,154
1172
$1.56M ﹤0.01%
78,712
+21,658
1173
$1.56M ﹤0.01%
39,622
-49,631
1174
$1.55M ﹤0.01%
63,819
+6,671
1175
$1.55M ﹤0.01%
5,926
-75
45 46
47
48 49