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
1876
$447K ﹤0.01%
21,804
-2,784
1877
$446K ﹤0.01%
6,193
+610
1878
$445K ﹤0.01%
3,690
-1,710
1879
$444K ﹤0.01%
15,160
+547
1880
$444K ﹤0.01%
11,960
-1,000
1881
$444K ﹤0.01%
4,403
-381
1882
$442K ﹤0.01%
+26,350
1883
$442K ﹤0.01%
4,759
-19
1884
$441K ﹤0.01%
12,180
+140
1885
$440K ﹤0.01%
7,228
-38
1886
$439K ﹤0.01%
21,421
+1,826
1887
$439K ﹤0.01%
+10,797
1888
$438K ﹤0.01%
4,669
-1,424
1889
$438K ﹤0.01%
9,405
+92
1890
$438K ﹤0.01%
12,449
-6,113
1891
$437K ﹤0.01%
16,550
1892
$437K ﹤0.01%
9,689
+4,362
1893
$437K ﹤0.01%
+3,010
1894
$436K ﹤0.01%
7,484
-5
1895
$436K ﹤0.01%
6,895
+992
1896
$435K ﹤0.01%
3,420
+89
1897
$434K ﹤0.01%
10,397
-1,904
1898
$434K ﹤0.01%
9,185
+345
1899
$433K ﹤0.01%
9,309
-552
1900
$433K ﹤0.01%
3,814
-1,049
74 75
76
77 78