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
126
$76.6M 0.16%
155,880
+1,207
127
$75.2M 0.16%
1,521,354
+59,086
128
$73.9M 0.16%
432,656
+9,674
129
$73.2M 0.16%
673,802
+20,952
130
$72.8M 0.16%
826,480
+6,737
131
$72.8M 0.16%
619,337
-40,803
132
$72.7M 0.16%
1,909,848
-142,939
133
$72.4M 0.16%
2,813,226
+5,392
134
$72M 0.15%
422,807
+6,633
135
$70M 0.15%
235,219
+4,499
136
$69.9M 0.15%
197,830
-41,673
137
$69.7M 0.15%
1,994,475
+10,158
138
$68.8M 0.15%
683,003
+186,192
139
$68.7M 0.15%
595,609
+129,241
140
$68.2M 0.15%
448,467
+25,446
141
$67.5M 0.15%
2,314,572
-75,528
142
$66.5M 0.14%
1,299,907
+264,818
143
$66.1M 0.14%
484,455
+82,992
144
$65.8M 0.14%
429,735
-2,049
145
$65.7M 0.14%
282,469
+2,470
146
$65.4M 0.14%
2,552,387
+471,091
147
$65.3M 0.14%
1,232,464
-39,987
148
$65.2M 0.14%
225,973
+31,510
149
$64.7M 0.14%
286,589
-19,897
150
$64.4M 0.14%
570,603
-655
4 5
6
7 8