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
1826
$495K ﹤0.01%
10,456
+3,985
1827
$493K ﹤0.01%
4,918
+1,103
1828
$491K ﹤0.01%
13,724
+647
1829
$490K ﹤0.01%
32,297
-112
1830
$490K ﹤0.01%
46,400
+16,973
1831
$490K ﹤0.01%
31,520
-1,174
1832
$489K ﹤0.01%
10,000
+4,063
1833
$489K ﹤0.01%
7,894
-515
1834
$489K ﹤0.01%
5,799
+88
1835
$488K ﹤0.01%
+15,362
1836
$486K ﹤0.01%
41,363
-102,761
1837
$485K ﹤0.01%
86,372
-4,286
1838
$480K ﹤0.01%
87,490
-3,190
1839
$480K ﹤0.01%
5,005
-101
1840
$479K ﹤0.01%
12,643
-250
1841
$478K ﹤0.01%
+56,678
1842
$477K ﹤0.01%
622,352
-866
1843
$476K ﹤0.01%
374
+36
1844
$476K ﹤0.01%
32,371
-6,697
1845
$474K ﹤0.01%
9,424
-78
1846
$472K ﹤0.01%
30,089
-1,410
1847
$472K ﹤0.01%
+28,027
1848
$472K ﹤0.01%
6,038
-275
1849
$470K ﹤0.01%
4,552
+501
1850
$470K ﹤0.01%
7,408
-258
72 73
74
75 76