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
1951
$404K ﹤0.01%
+15,736
1952
$403K ﹤0.01%
5,637
+140
1953
$403K ﹤0.01%
2,270
-27
1954
$402K ﹤0.01%
+13,953
1955
$402K ﹤0.01%
5,343
+299
1956
$402K ﹤0.01%
13,189
+3,120
1957
$402K ﹤0.01%
4,680
-403
1958
$401K ﹤0.01%
9,659
+1,705
1959
$401K ﹤0.01%
+15,349
1960
$400K ﹤0.01%
4,408
+72
1961
$398K ﹤0.01%
20,017
+1,989
1962
$397K ﹤0.01%
12,650
+3,560
1963
$397K ﹤0.01%
94,988
+56,000
1964
$396K ﹤0.01%
3,608
-7
1965
$396K ﹤0.01%
7,182
-907
1966
$395K ﹤0.01%
12,874
+2,169
1967
$394K ﹤0.01%
12,291
+1,726
1968
$393K ﹤0.01%
6,154
+61
1969
$392K ﹤0.01%
89,592
+2,776
1970
$391K ﹤0.01%
7,907
-301
1971
$391K ﹤0.01%
12,179
+489
1972
$391K ﹤0.01%
19,756
+4,616
1973
$390K ﹤0.01%
11,230
+1,800
1974
$390K ﹤0.01%
3,561
+453
1975
$390K ﹤0.01%
4,647
+174
77 78
79
80 81