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
151
$63.6M 0.14%
884,382
+99,047
152
$63.3M 0.14%
315,228
-8,971
153
$62.8M 0.13%
226,770
-3,240
154
$62.4M 0.13%
277,077
+8,636
155
$62.4M 0.13%
270,910
-128
156
$61.9M 0.13%
306,518
+96,071
157
$61.4M 0.13%
151,076
-11,578
158
$60.9M 0.13%
2,037,215
+354,917
159
$60.7M 0.13%
937,303
+9,799
160
$60.2M 0.13%
632,482
-83,000
161
$59.4M 0.13%
66,447
-8,644
162
$58.9M 0.13%
1,117,844
+40,166
163
$58.2M 0.13%
1,025,473
+32,937
164
$57.4M 0.12%
285,714
-8,404
165
$57.3M 0.12%
222,509
-847
166
$57M 0.12%
1,262,613
+91,816
167
$56.9M 0.12%
176,838
+6,141
168
$56.5M 0.12%
314,899
-3,762
169
$55.9M 0.12%
1,427,817
+21,039
170
$55.3M 0.12%
198,902
+1,992
171
$54.6M 0.12%
650,613
-4,431
172
$53.9M 0.12%
881,103
+253,875
173
$53.7M 0.12%
259,785
+366
174
$53.7M 0.12%
2,121,992
+31,920
175
$53.1M 0.11%
749,210
-2,790
5 6
7
8 9