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
1301
$1.18M ﹤0.01%
9,378
+1,408
1302
$1.17M ﹤0.01%
91,185
-426
1303
$1.16M ﹤0.01%
103,518
-5,214
1304
$1.16M ﹤0.01%
29,883
-1,793
1305
$1.16M ﹤0.01%
16,182
-641
1306
$1.16M ﹤0.01%
22,255
-1,615
1307
$1.16M ﹤0.01%
9,065
-12
1308
$1.15M ﹤0.01%
10,023
-3,974
1309
$1.15M ﹤0.01%
79,507
+43,797
1310
$1.15M ﹤0.01%
69,795
+13,635
1311
$1.14M ﹤0.01%
8,601
+479
1312
$1.14M ﹤0.01%
38,223
+5,174
1313
$1.14M ﹤0.01%
5,783
-331
1314
$1.14M ﹤0.01%
22,515
+16,371
1315
$1.14M ﹤0.01%
95,282
+79,470
1316
$1.14M ﹤0.01%
22,514
+1,580
1317
$1.14M ﹤0.01%
5,572
+1,424
1318
$1.13M ﹤0.01%
347,933
+83,560
1319
$1.13M ﹤0.01%
6,981
+4,559
1320
$1.13M ﹤0.01%
9,671
+1,320
1321
$1.13M ﹤0.01%
23,310
+52
1322
$1.13M ﹤0.01%
5,120
-177
1323
$1.13M ﹤0.01%
9,157
+6,462
1324
$1.13M ﹤0.01%
101,469
+61,822
1325
$1.12M ﹤0.01%
10,956
+2,896
51 52
53
54 55