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
1426
$946K ﹤0.01%
4,003
+484
1427
$944K ﹤0.01%
8,393
-2,395
1428
$943K ﹤0.01%
29,929
-2,247
1429
$942K ﹤0.01%
40,552
-2,625
1430
$941K ﹤0.01%
6,355
+1,424
1431
$938K ﹤0.01%
19,811
-8,180
1432
$938K ﹤0.01%
3,882
+219
1433
$936K ﹤0.01%
20,187
+14,833
1434
$935K ﹤0.01%
41,192
-1,478
1435
$934K ﹤0.01%
+59,204
1436
$932K ﹤0.01%
2,706
+242
1437
$932K ﹤0.01%
13,058
-641
1438
$931K ﹤0.01%
7,261
-596
1439
$930K ﹤0.01%
68,110
-257,120
1440
$928K ﹤0.01%
9,494
-3,353
1441
$926K ﹤0.01%
78,077
+38,292
1442
$918K ﹤0.01%
2,934
+888
1443
$917K ﹤0.01%
12,353
+6,027
1444
$916K ﹤0.01%
10,229
+1,531
1445
$915K ﹤0.01%
78,850
-742
1446
$913K ﹤0.01%
70,749
-544,974
1447
$913K ﹤0.01%
56,302
+3,691
1448
$912K ﹤0.01%
14,885
+4,809
1449
$909K ﹤0.01%
42,064
-38,476
1450
$909K ﹤0.01%
5,724
+63
56 57
58
59 60