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
1601
$681K ﹤0.01%
13,194
+382
1602
$681K ﹤0.01%
15,457
-115
1603
$681K ﹤0.01%
23,769
+11,515
1604
$679K ﹤0.01%
20,276
1605
$678K ﹤0.01%
6,248
+36
1606
$677K ﹤0.01%
11,116
-967
1607
$676K ﹤0.01%
33,887
-535
1608
$675K ﹤0.01%
25,934
-1,493
1609
$675K ﹤0.01%
38,452
+3,610
1610
$674K ﹤0.01%
2,325
+35
1611
$673K ﹤0.01%
22,755
-265
1612
$673K ﹤0.01%
3,208
-669
1613
$673K ﹤0.01%
26,889
+3,117
1614
$672K ﹤0.01%
7,729
1615
$670K ﹤0.01%
24,400
1616
$669K ﹤0.01%
33,196
-5,020
1617
$668K ﹤0.01%
12,963
-1,863
1618
$668K ﹤0.01%
17,111
+1,110
1619
$666K ﹤0.01%
5,796
+1,782
1620
$665K ﹤0.01%
11,610
-161
1621
$664K ﹤0.01%
17,246
-952
1622
$662K ﹤0.01%
23,381
-2,181
1623
$655K ﹤0.01%
43,952
+29,389
1624
$653K ﹤0.01%
24,836
+2,004
1625
$653K ﹤0.01%
4,563
-1,680
63 64
65
66 67