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
2176
$294K ﹤0.01%
16,365
+2,792
2177
$293K ﹤0.01%
7,638
-155
2178
$292K ﹤0.01%
9,438
+552
2179
$292K ﹤0.01%
+47,816
2180
$292K ﹤0.01%
37,995
+19,493
2181
$291K ﹤0.01%
130,000
+80,000
2182
$290K ﹤0.01%
5,601
+7
2183
$290K ﹤0.01%
4,864
+132
2184
$290K ﹤0.01%
5,517
+361
2185
$289K ﹤0.01%
+2,737
2186
$289K ﹤0.01%
3,285
+2
2187
$288K ﹤0.01%
5,900
+51
2188
$287K ﹤0.01%
3,746
-1,162
2189
$287K ﹤0.01%
6,449
+365
2190
$287K ﹤0.01%
857
-90
2191
$287K ﹤0.01%
700
2192
$287K ﹤0.01%
9,807
+994
2193
$286K ﹤0.01%
9,314
+635
2194
$285K ﹤0.01%
3,419
-12
2195
$284K ﹤0.01%
2,181
+207
2196
$284K ﹤0.01%
7,706
-69
2197
$283K ﹤0.01%
18,209
+16
2198
$283K ﹤0.01%
18,075
+741
2199
$282K ﹤0.01%
9,028
+2,796
2200
$282K ﹤0.01%
6,543
+166
86 87
88
89 90