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
1351
$1.06M ﹤0.01%
48,370
+3,171
1352
$1.06M ﹤0.01%
6,419
+1,951
1353
$1.06M ﹤0.01%
11,167
+82
1354
$1.06M ﹤0.01%
+37,352
1355
$1.06M ﹤0.01%
94,037
+2,313
1356
$1.05M ﹤0.01%
3,250
-719
1357
$1.05M ﹤0.01%
10,115
+251
1358
$1.05M ﹤0.01%
27,064
-118
1359
$1.04M ﹤0.01%
14,591
-1,013
1360
$1.04M ﹤0.01%
4,864
+2,646
1361
$1.04M ﹤0.01%
42,653
+1,724
1362
$1.04M ﹤0.01%
16,640
+8,110
1363
$1.04M ﹤0.01%
48,794
-11,717
1364
$1.04M ﹤0.01%
34,906
-380
1365
$1.03M ﹤0.01%
5,922
+1,020
1366
$1.03M ﹤0.01%
61,330
+42,039
1367
$1.03M ﹤0.01%
21,744
-2,101
1368
$1.02M ﹤0.01%
29,576
+1,479
1369
$1.02M ﹤0.01%
+2,624
1370
$1.02M ﹤0.01%
2,714
-137
1371
$1.02M ﹤0.01%
14,730
-366
1372
$1.02M ﹤0.01%
15,436
+3,773
1373
$1.02M ﹤0.01%
+36,141
1374
$1.02M ﹤0.01%
81,770
-18,363
1375
$1.01M ﹤0.01%
34,515
+7,117
53 54
55
56 57