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
1926
$419K ﹤0.01%
3,813
-149
1927
$419K ﹤0.01%
9,242
+1,395
1928
$419K ﹤0.01%
9,749
+45
1929
$418K ﹤0.01%
34,631
+7,022
1930
$418K ﹤0.01%
30,356
+10,161
1931
$417K ﹤0.01%
12,394
1932
$417K ﹤0.01%
7,755
+4,130
1933
$416K ﹤0.01%
48,882
-346
1934
$416K ﹤0.01%
9,039
-36
1935
$416K ﹤0.01%
2,175
-519
1936
$414K ﹤0.01%
+1,683
1937
$414K ﹤0.01%
2,978
+26
1938
$413K ﹤0.01%
15,262
+138
1939
$413K ﹤0.01%
7,955
1940
$412K ﹤0.01%
5,861
+2,289
1941
$411K ﹤0.01%
9,714
-1,284
1942
$411K ﹤0.01%
1,983
+316
1943
$409K ﹤0.01%
5,109
+12
1944
$409K ﹤0.01%
7,844
+666
1945
$408K ﹤0.01%
44,804
-4,135
1946
$408K ﹤0.01%
5,326
+1,465
1947
$406K ﹤0.01%
5,268
+520
1948
$406K ﹤0.01%
2,224
+787
1949
$405K ﹤0.01%
+15,902
1950
$404K ﹤0.01%
10,784
+3,408
76 77
78
79 80