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
1526
$789K ﹤0.01%
33,621
+21,917
1527
$788K ﹤0.01%
17,476
-9,720
1528
$788K ﹤0.01%
11,872
+309
1529
$786K ﹤0.01%
3,177
+1,337
1530
$782K ﹤0.01%
+29,024
1531
$780K ﹤0.01%
12,503
+258
1532
$779K ﹤0.01%
23,940
1533
$777K ﹤0.01%
2,931
-587
1534
$777K ﹤0.01%
5,283
+740
1535
$777K ﹤0.01%
6,946
-429
1536
$775K ﹤0.01%
4,944
+1,187
1537
$775K ﹤0.01%
10,762
+371
1538
$774K ﹤0.01%
69,308
-8,062
1539
$773K ﹤0.01%
10,533
+3,375
1540
$772K ﹤0.01%
27,302
+18,062
1541
$770K ﹤0.01%
18,270
+120
1542
$770K ﹤0.01%
85,946
-9,801
1543
$769K ﹤0.01%
+4,489
1544
$768K ﹤0.01%
12,222
1545
$765K ﹤0.01%
17,743
+12,648
1546
$763K ﹤0.01%
16,723
-1,920
1547
$762K ﹤0.01%
11,533
+2,145
1548
$761K ﹤0.01%
33,273
+21,984
1549
$760K ﹤0.01%
15,551
+508
1550
$760K ﹤0.01%
5,210
-45
60 61
62
63 64