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
176
$53.1M 0.11%
1,277,860
+71,003
177
$53M 0.11%
546,537
-150,636
178
$52.7M 0.11%
1,964,942
-78,098
179
$52.6M 0.11%
134,491
+28,619
180
$52.5M 0.11%
184,890
+1,790
181
$52.3M 0.11%
416,100
-22,282
182
$51.7M 0.11%
363,722
+292
183
$51.5M 0.11%
537,790
-3,190
184
$51.4M 0.11%
1,706,398
+269,254
185
$51.3M 0.11%
142,083
+9,063
186
$50.9M 0.11%
396,979
-17,623
187
$50.7M 0.11%
97,824
-29,150
188
$50.5M 0.11%
819,309
+13,361
189
$50M 0.11%
1,373,229
+315,017
190
$49.3M 0.11%
266,575
-2,078
191
$49.2M 0.11%
186,862
-17,758
192
$48.6M 0.1%
248,877
+3,364
193
$48.4M 0.1%
557,421
+4,510
194
$48.3M 0.1%
172,141
+31,632
195
$47.8M 0.1%
1,503,138
-55,275
196
$47.7M 0.1%
180,443
-52,577
197
$47.4M 0.1%
101,891
+16,279
198
$47.2M 0.1%
1,050,742
+188,307
199
$47.1M 0.1%
198,349
+7,388
200
$46.9M 0.1%
303,702
-1,844
6 7
8
9 10