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
1651
$627K ﹤0.01%
67,369
1652
$625K ﹤0.01%
19,173
+2,929
1653
$623K ﹤0.01%
35,422
-284,369
1654
$622K ﹤0.01%
22,547
+231
1655
$621K ﹤0.01%
5,467
-150
1656
$621K ﹤0.01%
+16,679
1657
$620K ﹤0.01%
17,530
-2,851
1658
$619K ﹤0.01%
46,263
+951
1659
$619K ﹤0.01%
61,648
-32,248
1660
$618K ﹤0.01%
6,987
-39
1661
$618K ﹤0.01%
6,908
+1,467
1662
$616K ﹤0.01%
26,282
+7,966
1663
$615K ﹤0.01%
46,974
+184
1664
$615K ﹤0.01%
3,919
-361
1665
$615K ﹤0.01%
17,390
+7,852
1666
$614K ﹤0.01%
14,978
+1,404
1667
$614K ﹤0.01%
15,715
+29
1668
$614K ﹤0.01%
36,508
+692
1669
$612K ﹤0.01%
11,126
-351
1670
$612K ﹤0.01%
+18,644
1671
$610K ﹤0.01%
43,602
-5,497
1672
$609K ﹤0.01%
14,757
+1,199
1673
$608K ﹤0.01%
12,105
+131
1674
$607K ﹤0.01%
7,449
+2,645
1675
$606K ﹤0.01%
23,119
+69
65 66
67
68 69