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
1201
$1.46M ﹤0.01%
30,183
+924
1202
$1.46M ﹤0.01%
26,587
-191
1203
$1.46M ﹤0.01%
34,970
+10,970
1204
$1.45M ﹤0.01%
18,319
+1,546
1205
$1.45M ﹤0.01%
24,552
+1,316
1206
$1.45M ﹤0.01%
82,603
+70,653
1207
$1.45M ﹤0.01%
4,920
+920
1208
$1.45M ﹤0.01%
40,050
+11,834
1209
$1.44M ﹤0.01%
19,392
-5,913
1210
$1.44M ﹤0.01%
22,419
-263
1211
$1.44M ﹤0.01%
13,853
+1,380
1212
$1.43M ﹤0.01%
23,163
+18,645
1213
$1.43M ﹤0.01%
8,909
+243
1214
$1.42M ﹤0.01%
15,807
+1,219
1215
$1.42M ﹤0.01%
30,241
-1,657
1216
$1.42M ﹤0.01%
54,221
+469
1217
$1.41M ﹤0.01%
10,286
-39
1218
$1.41M ﹤0.01%
13,466
+7,995
1219
$1.41M ﹤0.01%
76,175
+29,505
1220
$1.41M ﹤0.01%
14,696
1221
$1.4M ﹤0.01%
18,122
+8,144
1222
$1.4M ﹤0.01%
83,661
+1,782
1223
$1.4M ﹤0.01%
31,146
-432
1224
$1.4M ﹤0.01%
241,099
-58
1225
$1.4M ﹤0.01%
7,207
+4,307
47 48
49
50 51