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
1176
$1.55M ﹤0.01%
9,736
+1,866
1177
$1.55M ﹤0.01%
19,716
-1,978
1178
$1.54M ﹤0.01%
40,582
1179
$1.54M ﹤0.01%
34,851
+25,333
1180
$1.54M ﹤0.01%
24,864
+4,920
1181
$1.54M ﹤0.01%
48,648
+1,721
1182
$1.54M ﹤0.01%
24,746
+3,866
1183
$1.53M ﹤0.01%
58,206
+8,000
1184
$1.52M ﹤0.01%
+6,463
1185
$1.52M ﹤0.01%
7,175
-818
1186
$1.52M ﹤0.01%
67,771
+2,238
1187
$1.51M ﹤0.01%
9,605
+51
1188
$1.51M ﹤0.01%
6,667
+451
1189
$1.5M ﹤0.01%
10,904
-2,374
1190
$1.5M ﹤0.01%
182,075
-5,554
1191
$1.5M ﹤0.01%
24,570
+2,672
1192
$1.5M ﹤0.01%
39,991
+13,593
1193
$1.5M ﹤0.01%
10,716
+1,103
1194
$1.49M ﹤0.01%
42,882
-2,083
1195
$1.49M ﹤0.01%
24,815
+372
1196
$1.48M ﹤0.01%
10,030
+696
1197
$1.47M ﹤0.01%
5,912
+636
1198
$1.47M ﹤0.01%
+26,919
1199
$1.47M ﹤0.01%
15,270
+4,837
1200
$1.47M ﹤0.01%
20,075
-491
46 47
48
49 50