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
1501
$816K ﹤0.01%
25,677
-11,371
1502
$815K ﹤0.01%
13,454
-39,644
1503
$815K ﹤0.01%
76,723
-7,067
1504
$812K ﹤0.01%
62,558
+2,161
1505
$810K ﹤0.01%
17,033
+631
1506
$808K ﹤0.01%
2,422
+1,079
1507
$807K ﹤0.01%
5,941
-123
1508
$807K ﹤0.01%
16,827
+2,612
1509
$805K ﹤0.01%
19,305
+6,268
1510
$804K ﹤0.01%
7,111
+1,156
1511
$804K ﹤0.01%
3,031
-760
1512
$802K ﹤0.01%
16,014
-176,330
1513
$801K ﹤0.01%
+45,635
1514
$799K ﹤0.01%
16,919
+3,314
1515
$799K ﹤0.01%
44,034
+2,446
1516
$798K ﹤0.01%
4,367
+23
1517
$798K ﹤0.01%
35,119
+13,757
1518
$797K ﹤0.01%
7,721
+4,383
1519
$796K ﹤0.01%
14,611
-460
1520
$795K ﹤0.01%
+5,812
1521
$794K ﹤0.01%
+17,260
1522
$794K ﹤0.01%
13,659
+2,135
1523
$793K ﹤0.01%
+20,881
1524
$792K ﹤0.01%
35,855
-192
1525
$791K ﹤0.01%
7,276
+225
59 60
61
62 63