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
2026
$366K ﹤0.01%
15,204
-2,169
2027
$365K ﹤0.01%
7,305
-69
2028
$365K ﹤0.01%
8,462
-586
2029
$363K ﹤0.01%
20,942
-380
2030
$363K ﹤0.01%
8,045
-3,013
2031
$362K ﹤0.01%
7,324
-13,163
2032
$362K ﹤0.01%
1,257
-7,058
2033
$361K ﹤0.01%
+2,840
2034
$361K ﹤0.01%
4,366
+760
2035
$360K ﹤0.01%
8,934
+1,246
2036
$359K ﹤0.01%
+13,353
2037
$359K ﹤0.01%
92,668
-29,813
2038
$356K ﹤0.01%
24,354
-711
2039
$356K ﹤0.01%
1,928
+21
2040
$354K ﹤0.01%
276
+15
2041
$354K ﹤0.01%
35,010
+2,016
2042
$353K ﹤0.01%
6,470
+3
2043
$353K ﹤0.01%
1,746
+24
2044
$352K ﹤0.01%
9,130
+3,724
2045
$351K ﹤0.01%
14,364
+889
2046
$351K ﹤0.01%
1,826
-9,873
2047
$351K ﹤0.01%
5,900
-124
2048
$351K ﹤0.01%
+12,545
2049
$350K ﹤0.01%
2,666
-17
2050
$350K ﹤0.01%
4,078
-39
80 81
82
83 84