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
1776
$532K ﹤0.01%
10,945
1777
$532K ﹤0.01%
+9,095
1778
$532K ﹤0.01%
+13,463
1779
$532K ﹤0.01%
5,156
+372
1780
$530K ﹤0.01%
74,685
+23,987
1781
$530K ﹤0.01%
12,492
+4,093
1782
$529K ﹤0.01%
2,274
-77
1783
$529K ﹤0.01%
19,124
+1,222
1784
$529K ﹤0.01%
7,517
-479
1785
$528K ﹤0.01%
1,918
-322
1786
$528K ﹤0.01%
4,853
+1,807
1787
$527K ﹤0.01%
4,776
-92
1788
$527K ﹤0.01%
4,243
+466
1789
$526K ﹤0.01%
11,141
-722
1790
$526K ﹤0.01%
4,114
+868
1791
$525K ﹤0.01%
7,285
-41
1792
$525K ﹤0.01%
10,675
-828
1793
$523K ﹤0.01%
8,082
+1,072
1794
$523K ﹤0.01%
8,383
+1,043
1795
$522K ﹤0.01%
11,926
-2,436
1796
$521K ﹤0.01%
46,318
-5,659
1797
$520K ﹤0.01%
9,551
-35
1798
$520K ﹤0.01%
10,517
+3,181
1799
$520K ﹤0.01%
3,132
-168
1800
$518K ﹤0.01%
+39,268
70 71
72
73 74