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
1376
$1.01M ﹤0.01%
+13,990
1377
$1.01M ﹤0.01%
38,712
+3,300
1378
$1.01M ﹤0.01%
39,493
+7,187
1379
$1.01M ﹤0.01%
17,813
+5,044
1380
$1.01M ﹤0.01%
18,556
-1,447
1381
$1.01M ﹤0.01%
373,380
+108,993
1382
$1.01M ﹤0.01%
11,007
+290
1383
$1.01M ﹤0.01%
29,482
-165
1384
$1.01M ﹤0.01%
8,051
-28,441
1385
$1.01M ﹤0.01%
39,268
-5,156
1386
$1M ﹤0.01%
3,147
+717
1387
$1M ﹤0.01%
12,646
+1,150
1388
$1,000K ﹤0.01%
9,061
+2,264
1389
$999K ﹤0.01%
8,021
+646
1390
$997K ﹤0.01%
19,995
+227
1391
$994K ﹤0.01%
9,742
+7,134
1392
$993K ﹤0.01%
19,236
+8,790
1393
$993K ﹤0.01%
44,783
+16,551
1394
$992K ﹤0.01%
28,986
+339
1395
$990K ﹤0.01%
27,913
+537
1396
$984K ﹤0.01%
32,342
1397
$982K ﹤0.01%
37,440
+22,624
1398
$981K ﹤0.01%
38,657
+7,013
1399
$980K ﹤0.01%
20,925
+3,428
1400
$979K ﹤0.01%
21,674
+542
54 55
56
57 58