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
1476
$851K ﹤0.01%
4,767
+79
1477
$850K ﹤0.01%
+50,893
1478
$847K ﹤0.01%
20,029
+1,422
1479
$847K ﹤0.01%
115,226
+9,457
1480
$845K ﹤0.01%
21,978
+6,889
1481
$842K ﹤0.01%
9,081
+683
1482
$842K ﹤0.01%
14,876
+6,666
1483
$840K ﹤0.01%
23,255
-1,236
1484
$836K ﹤0.01%
57,624
+4,810
1485
$835K ﹤0.01%
18,724
-39,535
1486
$833K ﹤0.01%
13,608
-2,657
1487
$832K ﹤0.01%
19,994
+347
1488
$831K ﹤0.01%
14,682
+7,106
1489
$831K ﹤0.01%
7,438
+1,205
1490
$831K ﹤0.01%
47,702
+21,611
1491
$828K ﹤0.01%
41,260
-6,031
1492
$826K ﹤0.01%
12,397
+3,335
1493
$825K ﹤0.01%
18,724
+15
1494
$824K ﹤0.01%
7,697
+1,033
1495
$820K ﹤0.01%
42,860
-2,546
1496
$818K ﹤0.01%
4,575
+239
1497
$818K ﹤0.01%
26,065
+609
1498
$818K ﹤0.01%
6,074
+868
1499
$818K ﹤0.01%
26,288
+13,535
1500
$817K ﹤0.01%
30,306
-2,547
58 59
60
61 62