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
1401
$978K ﹤0.01%
+18,253
1402
$975K ﹤0.01%
34,660
-2,058
1403
$974K ﹤0.01%
68,724
+4,325
1404
$972K ﹤0.01%
81,207
+20,169
1405
$972K ﹤0.01%
17,897
+13,615
1406
$971K ﹤0.01%
20,232
+11,766
1407
$970K ﹤0.01%
35,495
+1,106
1408
$970K ﹤0.01%
6,172
-6,897
1409
$968K ﹤0.01%
51,885
+427
1410
$967K ﹤0.01%
12,704
-2,834
1411
$964K ﹤0.01%
4,005
-121
1412
$963K ﹤0.01%
21,391
+644
1413
$963K ﹤0.01%
20,723
+393
1414
$963K ﹤0.01%
12,455
-7,885
1415
$963K ﹤0.01%
4,992
+2,674
1416
$958K ﹤0.01%
9,253
-425
1417
$958K ﹤0.01%
+20,100
1418
$957K ﹤0.01%
4,939
-1,183
1419
$955K ﹤0.01%
+45,502
1420
$953K ﹤0.01%
19,086
-722
1421
$953K ﹤0.01%
14,612
+9,141
1422
$952K ﹤0.01%
41,156
+31,262
1423
$951K ﹤0.01%
25,293
+4,043
1424
$949K ﹤0.01%
27,442
-954
1425
$949K ﹤0.01%
2,038
+136
55 56
57
58 59