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
1226
$1.4M ﹤0.01%
10,060
-68,531
1227
$1.39M ﹤0.01%
12,679
-3,933
1228
$1.38M ﹤0.01%
14,108
-2,219
1229
$1.38M ﹤0.01%
15,832
+857
1230
$1.38M ﹤0.01%
20,572
-1,393
1231
$1.38M ﹤0.01%
10,858
+1,640
1232
$1.37M ﹤0.01%
17,265
+7,205
1233
$1.37M ﹤0.01%
10,255
+133
1234
$1.37M ﹤0.01%
33,442
+21,904
1235
$1.36M ﹤0.01%
30,159
-121,480
1236
$1.36M ﹤0.01%
34,757
+1,782
1237
$1.36M ﹤0.01%
32,167
-15,699
1238
$1.36M ﹤0.01%
28,575
-581
1239
$1.36M ﹤0.01%
62,718
+607
1240
$1.35M ﹤0.01%
73,231
+25,776
1241
$1.35M ﹤0.01%
11,746
+786
1242
$1.35M ﹤0.01%
55,551
-287,972
1243
$1.35M ﹤0.01%
41,399
-2,940
1244
$1.35M ﹤0.01%
+51,561
1245
$1.34M ﹤0.01%
3,725
-3
1246
$1.34M ﹤0.01%
15,067
-485
1247
$1.34M ﹤0.01%
73,337
-14,176
1248
$1.34M ﹤0.01%
+38,665
1249
$1.33M ﹤0.01%
17,074
-253
1250
$1.33M ﹤0.01%
52,906
-8,263
48 49
50
51 52