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
1626
$652K ﹤0.01%
13,550
-2,298
1627
$651K ﹤0.01%
9,771
-18,196
1628
$651K ﹤0.01%
5,646
-711
1629
$650K ﹤0.01%
+29,351
1630
$649K ﹤0.01%
+20,663
1631
$649K ﹤0.01%
21,527
+2,485
1632
$648K ﹤0.01%
38,985
-8,142
1633
$646K ﹤0.01%
61,016
+1,766
1634
$645K ﹤0.01%
8,810
+5,725
1635
$643K ﹤0.01%
+3,923
1636
$642K ﹤0.01%
+24,466
1637
$642K ﹤0.01%
59,243
+17,069
1638
$639K ﹤0.01%
13,197
+74
1639
$639K ﹤0.01%
22,516
-6,117
1640
$637K ﹤0.01%
30,900
-92,448
1641
$637K ﹤0.01%
26,056
+6,347
1642
$637K ﹤0.01%
+4,910
1643
$637K ﹤0.01%
16,335
-74
1644
$637K ﹤0.01%
5,842
-2,361
1645
$637K ﹤0.01%
12,403
+110
1646
$634K ﹤0.01%
17,415
-976
1647
$632K ﹤0.01%
10,616
+189
1648
$630K ﹤0.01%
11,217
+4,256
1649
$629K ﹤0.01%
+23,845
1650
$628K ﹤0.01%
4,393
-1,512
64 65
66
67 68