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
1851
$469K ﹤0.01%
5,688
+176
1852
$468K ﹤0.01%
5,623
+2,425
1853
$468K ﹤0.01%
11,688
+1,830
1854
$464K ﹤0.01%
11,567
1855
$464K ﹤0.01%
68,549
-188
1856
$464K ﹤0.01%
4,597
-1,064
1857
$464K ﹤0.01%
+21,222
1858
$463K ﹤0.01%
1,452
-3
1859
$460K ﹤0.01%
18,693
-1,064
1860
$460K ﹤0.01%
22,559
-3,922
1861
$460K ﹤0.01%
5,118
-24,312
1862
$459K ﹤0.01%
10,497
-6,006
1863
$458K ﹤0.01%
19,419
+287
1864
$457K ﹤0.01%
+19,111
1865
$457K ﹤0.01%
8,818
-463
1866
$456K ﹤0.01%
4,328
-1,080
1867
$454K ﹤0.01%
12,885
+752
1868
$454K ﹤0.01%
6,287
-22
1869
$454K ﹤0.01%
7,070
+731
1870
$454K ﹤0.01%
2,846
-654
1871
$453K ﹤0.01%
1,595
-23
1872
$451K ﹤0.01%
1,176
+488
1873
$450K ﹤0.01%
9,610
-826
1874
$448K ﹤0.01%
5,722
-260
1875
$448K ﹤0.01%
23,365
+1,642
73 74
75
76 77