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
1576
$725K ﹤0.01%
28,012
+1,091
1577
$722K ﹤0.01%
73,633
-1,496
1578
$720K ﹤0.01%
38,898
+717
1579
$716K ﹤0.01%
23,480
-3,208
1580
$715K ﹤0.01%
31,321
+19,200
1581
$713K ﹤0.01%
2,535
+455
1582
$712K ﹤0.01%
21,432
1583
$712K ﹤0.01%
15,612
+8,772
1584
$710K ﹤0.01%
+9,827
1585
$708K ﹤0.01%
23,320
-24,139
1586
$706K ﹤0.01%
1,175
+75
1587
$706K ﹤0.01%
66,612
+1,812
1588
$705K ﹤0.01%
21,967
-1,010
1589
$701K ﹤0.01%
23,656
-1,021
1590
$699K ﹤0.01%
19,308
+5,667
1591
$696K ﹤0.01%
8,824
+419
1592
$696K ﹤0.01%
22,857
+9,999
1593
$696K ﹤0.01%
11,477
+188
1594
$694K ﹤0.01%
6,456
+2,615
1595
$691K ﹤0.01%
27,076
+1,626
1596
$691K ﹤0.01%
34,529
-325
1597
$687K ﹤0.01%
7,360
-150
1598
$685K ﹤0.01%
4,764
-212
1599
$685K ﹤0.01%
16,364
+219
1600
$682K ﹤0.01%
29,660
+4,750
62 63
64
65 66