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
1251
$1.33M ﹤0.01%
8,009
+4,414
1252
$1.32M ﹤0.01%
2,623
+27
1253
$1.32M ﹤0.01%
25,342
-2,524
1254
$1.32M ﹤0.01%
36,019
+6,776
1255
$1.32M ﹤0.01%
21,494
-3,290
1256
$1.32M ﹤0.01%
72,597
-11,255
1257
$1.3M ﹤0.01%
58,531
+15,517
1258
$1.29M ﹤0.01%
40,805
-759
1259
$1.29M ﹤0.01%
16,648
-2,899
1260
$1.28M ﹤0.01%
10,191
+360
1261
$1.28M ﹤0.01%
57,980
+44,825
1262
$1.28M ﹤0.01%
64,487
-1,650
1263
$1.28M ﹤0.01%
39,568
+10,228
1264
$1.28M ﹤0.01%
16,975
+6,386
1265
$1.27M ﹤0.01%
5,378
-33
1266
$1.27M ﹤0.01%
16,617
+701
1267
$1.27M ﹤0.01%
13,151
+199
1268
$1.26M ﹤0.01%
3,714
-19,296
1269
$1.26M ﹤0.01%
47,283
+88
1270
$1.26M ﹤0.01%
22,060
-255
1271
$1.26M ﹤0.01%
7,362
-68
1272
$1.25M ﹤0.01%
32,788
+2,066
1273
$1.25M ﹤0.01%
37,941
-430
1274
$1.25M ﹤0.01%
24,500
-837
1275
$1.25M ﹤0.01%
7,076
+704
49 50
51
52 53