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
1901
$433K ﹤0.01%
22,566
+2,766
1902
$432K ﹤0.01%
+24,974
1903
$432K ﹤0.01%
3,728
-353
1904
$431K ﹤0.01%
11,609
+266
1905
$431K ﹤0.01%
38,967
-550,666
1906
$430K ﹤0.01%
22,639
-25,785
1907
$430K ﹤0.01%
11,581
-500
1908
$430K ﹤0.01%
7,735
-98
1909
$428K ﹤0.01%
8,717
+1,187
1910
$427K ﹤0.01%
9,881
-1,080
1911
$426K ﹤0.01%
17,172
+1,830
1912
$426K ﹤0.01%
3,918
-68
1913
$426K ﹤0.01%
+27,763
1914
$425K ﹤0.01%
30,265
1915
$424K ﹤0.01%
13,500
+3,394
1916
$424K ﹤0.01%
+33,267
1917
$424K ﹤0.01%
53,530
+33,711
1918
$423K ﹤0.01%
8,982
+4,206
1919
$422K ﹤0.01%
5,565
-606
1920
$422K ﹤0.01%
13,917
+2,875
1921
$422K ﹤0.01%
52,184
+4,935
1922
$420K ﹤0.01%
8,596
-366
1923
$420K ﹤0.01%
+17,548
1924
$420K ﹤0.01%
+4,628
1925
$419K ﹤0.01%
19,461
+525
75 76
77
78 79