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
1801
$518K ﹤0.01%
9,772
-9
1802
$518K ﹤0.01%
5,274
+2,169
1803
$517K ﹤0.01%
12,373
-546
1804
$515K ﹤0.01%
35,365
+5,414
1805
$514K ﹤0.01%
43,121
+14,415
1806
$513K ﹤0.01%
12,574
+5
1807
$511K ﹤0.01%
8,279
+4,531
1808
$509K ﹤0.01%
13,345
+653
1809
$509K ﹤0.01%
2,845
+62
1810
$508K ﹤0.01%
13,256
+2,786
1811
$507K ﹤0.01%
+22,332
1812
$506K ﹤0.01%
24,119
+2,813
1813
$505K ﹤0.01%
27,859
-100
1814
$505K ﹤0.01%
2,101
+16
1815
$504K ﹤0.01%
+18,907
1816
$503K ﹤0.01%
+9,486
1817
$501K ﹤0.01%
25,067
+9,796
1818
$500K ﹤0.01%
7,247
-1,185
1819
$500K ﹤0.01%
12,544
-609
1820
$500K ﹤0.01%
14,278
+750
1821
$499K ﹤0.01%
75,583
-19,534
1822
$498K ﹤0.01%
9,430
-1,653
1823
$498K ﹤0.01%
+24,573
1824
$496K ﹤0.01%
3,226
+1,126
1825
$496K ﹤0.01%
9,040
+1
71 72
73
74 75