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
2051
$349K ﹤0.01%
17,267
+5,894
2052
$349K ﹤0.01%
+18,787
2053
$348K ﹤0.01%
7,353
+153
2054
$348K ﹤0.01%
2,022
2055
$346K ﹤0.01%
1,783
+488
2056
$345K ﹤0.01%
640
-141
2057
$344K ﹤0.01%
4,231
+1,218
2058
$343K ﹤0.01%
14,308
-343
2059
$343K ﹤0.01%
1,331
+29
2060
$343K ﹤0.01%
7,310
2061
$343K ﹤0.01%
12,241
+146
2062
$343K ﹤0.01%
+10,733
2063
$341K ﹤0.01%
18,263
-1,067
2064
$340K ﹤0.01%
5,569
+944
2065
$340K ﹤0.01%
6,639
+37
2066
$340K ﹤0.01%
2,565
+37
2067
$339K ﹤0.01%
5,774
-3,338
2068
$339K ﹤0.01%
3,098
-83
2069
$339K ﹤0.01%
2,726
-343
2070
$338K ﹤0.01%
6,411
+110
2071
$337K ﹤0.01%
35,468
-2,053
2072
$337K ﹤0.01%
6,349
+1,830
2073
$337K ﹤0.01%
9,671
2074
$336K ﹤0.01%
+17,107
2075
$334K ﹤0.01%
5,217
+798
81 82
83
84 85