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
101
$96.7M 0.21%
307,437
+6,505
102
$96.3M 0.21%
1,426,354
-74,244
103
$94.8M 0.2%
162,177
+23,522
104
$93.1M 0.2%
519,395
+35,738
105
$91.9M 0.2%
2,230,752
+169,571
106
$91.3M 0.2%
2,204,349
-258,821
107
$91.2M 0.2%
3,138,770
+38,180
108
$90.6M 0.19%
1,071,899
+30,122
109
$90.5M 0.19%
1,087,888
+234,273
110
$89.5M 0.19%
3,436,496
-100,592
111
$89.2M 0.19%
543,877
+6,035
112
$88.8M 0.19%
179,611
+11,586
113
$87.5M 0.19%
2,567,212
+452,201
114
$85.2M 0.18%
1,133,860
-74,721
115
$83.9M 0.18%
309,259
-1,358
116
$83.8M 0.18%
1,407,505
-228,619
117
$82.3M 0.18%
3,464,496
-76,488
118
$80.2M 0.17%
2,133,919
+18,499
119
$79.9M 0.17%
659,595
-4,176
120
$79.5M 0.17%
1,385,317
-15,580
121
$78.9M 0.17%
1,877,223
+54,638
122
$78.1M 0.17%
1,542,425
+296,335
123
$77.8M 0.17%
125,716
+656
124
$77M 0.17%
921,261
+18,844
125
$77M 0.17%
1,506,086
-9,604
3 4
5
6 7