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
1726
$572K ﹤0.01%
21,519
+147
1727
$571K ﹤0.01%
9,000
-447
1728
$571K ﹤0.01%
3,482
+269
1729
$570K ﹤0.01%
4,333
-660
1730
$570K ﹤0.01%
39,105
+10,298
1731
$569K ﹤0.01%
19,440
-4,482
1732
$569K ﹤0.01%
5,932
-1,700
1733
$569K ﹤0.01%
19,925
-416
1734
$568K ﹤0.01%
+4,013
1735
$568K ﹤0.01%
+2,013
1736
$567K ﹤0.01%
48,750
+4,570
1737
$567K ﹤0.01%
2,733
+1,105
1738
$563K ﹤0.01%
43,199
-161
1739
$563K ﹤0.01%
55,000
-5,000
1740
$562K ﹤0.01%
27,063
+2,676
1741
$560K ﹤0.01%
4,481
-500
1742
$559K ﹤0.01%
18,281
+13,111
1743
$559K ﹤0.01%
9,335
+2,215
1744
$558K ﹤0.01%
8,353
-3,541
1745
$558K ﹤0.01%
1,736
+15
1746
$556K ﹤0.01%
21,181
+6,213
1747
$555K ﹤0.01%
11,318
-2,393
1748
$555K ﹤0.01%
+18,236
1749
$555K ﹤0.01%
+21,221
1750
$553K ﹤0.01%
10,242
+2,181
68 69
70
71 72