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
2151
$303K ﹤0.01%
+4,080
2152
$303K ﹤0.01%
13,748
+4,133
2153
$303K ﹤0.01%
12,804
+1,198
2154
$303K ﹤0.01%
15,314
+1,538
2155
$302K ﹤0.01%
+16,188
2156
$302K ﹤0.01%
3,810
+95
2157
$302K ﹤0.01%
+9,970
2158
$302K ﹤0.01%
6,728
-983
2159
$301K ﹤0.01%
27,810
-1,289
2160
$301K ﹤0.01%
9,427
-1,270
2161
$301K ﹤0.01%
11,550
2162
$301K ﹤0.01%
101,396
2163
$300K ﹤0.01%
5,688
+1,473
2164
$299K ﹤0.01%
3,649
+578
2165
$298K ﹤0.01%
6,420
2166
$298K ﹤0.01%
16,737
+3,102
2167
$298K ﹤0.01%
3,646
+41
2168
$297K ﹤0.01%
+4,566
2169
$297K ﹤0.01%
3,184
+5
2170
$296K ﹤0.01%
5,193
-2,129
2171
$296K ﹤0.01%
7,224
+86
2172
$295K ﹤0.01%
675
-5,982
2173
$295K ﹤0.01%
+8,082
2174
$294K ﹤0.01%
3,211
-773
2175
$294K ﹤0.01%
4,824
-2,623
85 86
87
88 89