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
2076
$334K ﹤0.01%
10,286
2077
$334K ﹤0.01%
+7,879
2078
$333K ﹤0.01%
118,156
+20,044
2079
$333K ﹤0.01%
1,677
+239
2080
$333K ﹤0.01%
4,131
+273
2081
$332K ﹤0.01%
19,383
+1,112
2082
$332K ﹤0.01%
39,454
-309
2083
$331K ﹤0.01%
6,606
+1,783
2084
$331K ﹤0.01%
+12,547
2085
$331K ﹤0.01%
8,548
-880
2086
$331K ﹤0.01%
6,495
-178
2087
$330K ﹤0.01%
+8,953
2088
$330K ﹤0.01%
4,137
-18,218
2089
$329K ﹤0.01%
4,928
-100
2090
$329K ﹤0.01%
+5,068
2091
$329K ﹤0.01%
10,494
+2,104
2092
$329K ﹤0.01%
22,036
+6
2093
$328K ﹤0.01%
21,774
+1,249
2094
$327K ﹤0.01%
4,847
+49
2095
$327K ﹤0.01%
7,249
+907
2096
$326K ﹤0.01%
12,038
+3,671
2097
$325K ﹤0.01%
+3,292
2098
$325K ﹤0.01%
18,126
-17,624
2099
$325K ﹤0.01%
1,205
-7,908
2100
$325K ﹤0.01%
19,150
+1,546
82 83
84
85 86