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
1451
$907K ﹤0.01%
5,023
1452
$907K ﹤0.01%
14,603
+6,390
1453
$905K ﹤0.01%
13,110
+6,863
1454
$905K ﹤0.01%
37,396
+26,934
1455
$905K ﹤0.01%
3,976
+1,538
1456
$903K ﹤0.01%
18,002
+2,099
1457
$902K ﹤0.01%
3,139
-336
1458
$897K ﹤0.01%
11,346
-306
1459
$896K ﹤0.01%
3,537
+816
1460
$894K ﹤0.01%
18,799
+13,781
1461
$893K ﹤0.01%
47,125
-10,949
1462
$891K ﹤0.01%
21,109
+65
1463
$885K ﹤0.01%
4,450
+1,570
1464
$882K ﹤0.01%
27,015
-2,111
1465
$880K ﹤0.01%
+44,438
1466
$879K ﹤0.01%
19,444
+12,126
1467
$878K ﹤0.01%
56,344
+227
1468
$877K ﹤0.01%
9,382
-2,604
1469
$875K ﹤0.01%
29,732
-1,699
1470
$869K ﹤0.01%
23,177
+7,477
1471
$868K ﹤0.01%
5,036
+1,275
1472
$867K ﹤0.01%
33,229
-8,180
1473
$866K ﹤0.01%
26,939
-195
1474
$857K ﹤0.01%
4,306
+2,540
1475
$854K ﹤0.01%
8,537
-11
57 58
59
60 61