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
1551
$760K ﹤0.01%
13,389
+2,067
1552
$758K ﹤0.01%
10,594
-347
1553
$756K ﹤0.01%
6,300
+862
1554
$756K ﹤0.01%
10,280
+4,531
1555
$756K ﹤0.01%
25,487
+2,116
1556
$756K ﹤0.01%
35,600
-1,200
1557
$755K ﹤0.01%
28,593
+6,323
1558
$753K ﹤0.01%
59,567
+200
1559
$753K ﹤0.01%
+11,335
1560
$750K ﹤0.01%
19,907
-4,793
1561
$745K ﹤0.01%
18,386
+5,084
1562
$745K ﹤0.01%
19,965
+3,470
1563
$744K ﹤0.01%
5,312
+2,791
1564
$744K ﹤0.01%
33,806
-253
1565
$740K ﹤0.01%
+9,303
1566
$736K ﹤0.01%
13,226
+1,053
1567
$734K ﹤0.01%
15,846
-6,977
1568
$733K ﹤0.01%
9,320
+748
1569
$731K ﹤0.01%
16,832
-371
1570
$730K ﹤0.01%
5,874
+1,770
1571
$729K ﹤0.01%
35,600
+6,000
1572
$728K ﹤0.01%
16,072
-3,774
1573
$727K ﹤0.01%
14,821
+1,668
1574
$727K ﹤0.01%
+25,140
1575
$726K ﹤0.01%
9,635
+531
61 62
63
64 65