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
2101
$325K ﹤0.01%
5,992
+686
2102
$324K ﹤0.01%
11,284
-3,165
2103
$324K ﹤0.01%
29,554
-4,703
2104
$324K ﹤0.01%
2,964
+2
2105
$323K ﹤0.01%
6,426
-1,144
2106
$323K ﹤0.01%
7,622
2107
$322K ﹤0.01%
1,850
+425
2108
$322K ﹤0.01%
9,753
+617
2109
$322K ﹤0.01%
6,340
+22
2110
$322K ﹤0.01%
24,370
2111
$322K ﹤0.01%
15,519
+3,024
2112
$322K ﹤0.01%
2,131
+113
2113
$321K ﹤0.01%
7,112
-8,548
2114
$321K ﹤0.01%
2,408
+50
2115
$321K ﹤0.01%
28,294
+12,956
2116
$321K ﹤0.01%
7,326
-976
2117
$317K ﹤0.01%
6,898
+573
2118
$316K ﹤0.01%
9,971
+138
2119
$316K ﹤0.01%
944
+111
2120
$316K ﹤0.01%
3,517
+1,130
2121
$316K ﹤0.01%
5,968
+769
2122
$315K ﹤0.01%
7,506
+1,170
2123
$315K ﹤0.01%
31,359
+12,326
2124
$314K ﹤0.01%
+12,511
2125
$314K ﹤0.01%
8,378
-136
83 84
85
86 87