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
2001
$379K ﹤0.01%
16,163
+3,304
2002
$379K ﹤0.01%
11,410
-7,008
2003
$378K ﹤0.01%
3,910
-62
2004
$377K ﹤0.01%
7,500
-361
2005
$377K ﹤0.01%
+2,165
2006
$376K ﹤0.01%
6,476
-108
2007
$375K ﹤0.01%
7,870
+88
2008
$375K ﹤0.01%
14,732
+2,456
2009
$375K ﹤0.01%
8,456
+2,188
2010
$374K ﹤0.01%
4,236
-1,562
2011
$374K ﹤0.01%
3,359
-192
2012
$374K ﹤0.01%
22,537
+2,144
2013
$373K ﹤0.01%
4,751
+150
2014
$372K ﹤0.01%
73,032
-489
2015
$372K ﹤0.01%
9,481
+2,106
2016
$371K ﹤0.01%
3,000
+155
2017
$370K ﹤0.01%
38,421
-515
2018
$369K ﹤0.01%
4,047
+396
2019
$369K ﹤0.01%
4,824
-45
2020
$369K ﹤0.01%
4,909
-7
2021
$368K ﹤0.01%
11,611
-1,523
2022
$367K ﹤0.01%
9,206
-2,318
2023
$367K ﹤0.01%
23,399
+1,866
2024
$367K ﹤0.01%
4,407
+744
2025
$367K ﹤0.01%
39,626
-1,100
79 80
81
82 83