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
1701
$588K ﹤0.01%
23,269
+83
1702
$588K ﹤0.01%
1,344
-161
1703
$587K ﹤0.01%
2,015
-187
1704
$587K ﹤0.01%
+240,741
1705
$587K ﹤0.01%
+10,983
1706
$587K ﹤0.01%
4,757
+173
1707
$586K ﹤0.01%
56,064
+350
1708
$586K ﹤0.01%
5,493
-759
1709
$584K ﹤0.01%
12,168
+126
1710
$584K ﹤0.01%
11,499
+5,596
1711
$584K ﹤0.01%
16,495
-9
1712
$583K ﹤0.01%
41,337
+650
1713
$583K ﹤0.01%
26,577
-967
1714
$583K ﹤0.01%
112,485
+11,040
1715
$582K ﹤0.01%
15,738
-1,799
1716
$580K ﹤0.01%
32,015
+3,345
1717
$580K ﹤0.01%
27,486
+1,548
1718
$578K ﹤0.01%
18,430
-6,351
1719
$577K ﹤0.01%
39,500
-2,070
1720
$577K ﹤0.01%
5,143
-1,101
1721
$576K ﹤0.01%
7,837
+1,874
1722
$575K ﹤0.01%
3,236
-529
1723
$574K ﹤0.01%
49,297
+844
1724
$573K ﹤0.01%
4,115
-14
1725
$573K ﹤0.01%
+12,934
67 68
69
70 71