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
1976
$389K ﹤0.01%
4,839
+861
1977
$389K ﹤0.01%
12,838
-2,904
1978
$389K ﹤0.01%
11,084
+112
1979
$389K ﹤0.01%
32,471
+10,881
1980
$389K ﹤0.01%
35,919
+210
1981
$389K ﹤0.01%
6,371
-208
1982
$389K ﹤0.01%
+5,603
1983
$388K ﹤0.01%
5,201
-1,635
1984
$388K ﹤0.01%
42,224
+13,348
1985
$386K ﹤0.01%
29,904
-3,264
1986
$386K ﹤0.01%
8,009
+257
1987
$386K ﹤0.01%
8,483
+4,000
1988
$386K ﹤0.01%
+7,926
1989
$385K ﹤0.01%
42,549
+6,521
1990
$385K ﹤0.01%
3,966
+283
1991
$385K ﹤0.01%
13,894
+557
1992
$385K ﹤0.01%
38,395
+989
1993
$384K ﹤0.01%
+7,625
1994
$383K ﹤0.01%
+7,945
1995
$383K ﹤0.01%
3,232
+176
1996
$382K ﹤0.01%
5,160
+772
1997
$382K ﹤0.01%
14,358
+3,887
1998
$382K ﹤0.01%
3,703
-152
1999
$380K ﹤0.01%
43,620
-30
2000
$380K ﹤0.01%
2,275
+165
78 79
80
81 82