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
1326
$1.12M ﹤0.01%
79,242
+52,699
1327
$1.12M ﹤0.01%
4,875
+2,572
1328
$1.11M ﹤0.01%
31,942
+4,109
1329
$1.11M ﹤0.01%
16,514
+279
1330
$1.11M ﹤0.01%
8,336
+2,544
1331
$1.11M ﹤0.01%
10,330
+2,037
1332
$1.1M ﹤0.01%
7,390
-923
1333
$1.1M ﹤0.01%
59,553
-196
1334
$1.1M ﹤0.01%
44,410
+17,510
1335
$1.1M ﹤0.01%
2,345
+241
1336
$1.1M ﹤0.01%
42,839
+1,680
1337
$1.1M ﹤0.01%
41,038
+653
1338
$1.09M ﹤0.01%
4,165
-85
1339
$1.09M ﹤0.01%
51,525
+2,508
1340
$1.09M ﹤0.01%
45,640
+7,582
1341
$1.09M ﹤0.01%
16,333
+1,936
1342
$1.08M ﹤0.01%
10,816
-288
1343
$1.08M ﹤0.01%
6,744
+4,108
1344
$1.08M ﹤0.01%
4,972
+1,271
1345
$1.08M ﹤0.01%
27,556
+3,063
1346
$1.07M ﹤0.01%
14,766
+43
1347
$1.07M ﹤0.01%
176,889
+133,254
1348
$1.07M ﹤0.01%
+25,240
1349
$1.07M ﹤0.01%
21,580
-835
1350
$1.06M ﹤0.01%
12,011
+63
52 53
54
55 56