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
1751
$552K ﹤0.01%
12,112
-770
1752
$552K ﹤0.01%
21,625
+7,125
1753
$551K ﹤0.01%
2,920
-54
1754
$550K ﹤0.01%
28,954
-43
1755
$550K ﹤0.01%
+25,702
1756
$549K ﹤0.01%
4,422
-2,356
1757
$549K ﹤0.01%
58,633
-12,709
1758
$548K ﹤0.01%
19,255
1759
$545K ﹤0.01%
12,113
-80
1760
$544K ﹤0.01%
4,867
+2,534
1761
$544K ﹤0.01%
15,172
+2,621
1762
$544K ﹤0.01%
31,300
-1,067
1763
$543K ﹤0.01%
+7,708
1764
$542K ﹤0.01%
+6,041
1765
$541K ﹤0.01%
+6,362
1766
$541K ﹤0.01%
4,000
-56
1767
$541K ﹤0.01%
23,952
+10,935
1768
$540K ﹤0.01%
10,543
+1,475
1769
$540K ﹤0.01%
4,550
+1,062
1770
$539K ﹤0.01%
5,511
-1,246
1771
$539K ﹤0.01%
19,038
-8,666
1772
$538K ﹤0.01%
13,648
-76,992
1773
$534K ﹤0.01%
3,171
-16
1774
$534K ﹤0.01%
39,227
+23,438
1775
$533K ﹤0.01%
11,964
69 70
71
72 73