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
1276
$1.25M ﹤0.01%
144,196
-8,179
1277
$1.24M ﹤0.01%
20,928
+15,829
1278
$1.24M ﹤0.01%
22,485
+14,834
1279
$1.24M ﹤0.01%
16,162
+1,102
1280
$1.23M ﹤0.01%
3,370
+19
1281
$1.23M ﹤0.01%
11,938
-1,112
1282
$1.23M ﹤0.01%
5,774
1283
$1.23M ﹤0.01%
7,730
+3,797
1284
$1.23M ﹤0.01%
33,100
1285
$1.23M ﹤0.01%
54,450
+12,405
1286
$1.22M ﹤0.01%
95,469
+59,435
1287
$1.22M ﹤0.01%
7,513
-55
1288
$1.21M ﹤0.01%
21,232
+943
1289
$1.21M ﹤0.01%
40,630
+19,938
1290
$1.21M ﹤0.01%
21,753
+14,394
1291
$1.2M ﹤0.01%
14,919
+1,249
1292
$1.2M ﹤0.01%
28,991
+503
1293
$1.2M ﹤0.01%
22,440
+15,107
1294
$1.2M ﹤0.01%
6,955
-16
1295
$1.2M ﹤0.01%
6,793
+211
1296
$1.19M ﹤0.01%
51,363
+225
1297
$1.19M ﹤0.01%
8,224
+3,364
1298
$1.19M ﹤0.01%
7,081
+1,375
1299
$1.18M ﹤0.01%
27,143
-60
1300
$1.18M ﹤0.01%
38,913
-11,663
50 51
52
53 54