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
1676
$605K ﹤0.01%
9,837
+1
1677
$605K ﹤0.01%
+19,928
1678
$604K ﹤0.01%
5,145
+72
1679
$604K ﹤0.01%
+16,520
1680
$603K ﹤0.01%
2,553
-1,010
1681
$602K ﹤0.01%
22,183
+4,893
1682
$602K ﹤0.01%
3,574
-43
1683
$601K ﹤0.01%
133,595
+925
1684
$600K ﹤0.01%
6,425
+86
1685
$600K ﹤0.01%
17,110
+1,173
1686
$599K ﹤0.01%
12,504
+810
1687
$598K ﹤0.01%
1,471
-255
1688
$597K ﹤0.01%
4,009
+2,290
1689
$596K ﹤0.01%
11,586
+928
1690
$596K ﹤0.01%
6,874
+1,066
1691
$595K ﹤0.01%
28,188
+606
1692
$594K ﹤0.01%
4,076
+757
1693
$592K ﹤0.01%
9,278
-1,104
1694
$592K ﹤0.01%
5,707
+2,209
1695
$591K ﹤0.01%
7,955
-102
1696
$591K ﹤0.01%
6,268
-288
1697
$590K ﹤0.01%
4,162
+1,039
1698
$590K ﹤0.01%
6,971
-3,078
1699
$589K ﹤0.01%
5,496
+795
1700
$589K ﹤0.01%
18,783
66 67
68
69 70