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
2201
$281K ﹤0.01%
4,174
+619
2202
$281K ﹤0.01%
+10,034
2203
$281K ﹤0.01%
14,498
+6,424
2204
$280K ﹤0.01%
+1,929
2205
$280K ﹤0.01%
+5,700
2206
$279K ﹤0.01%
4,380
2207
$279K ﹤0.01%
11,598
-258
2208
$279K ﹤0.01%
5,726
+1,100
2209
$278K ﹤0.01%
6,618
+159
2210
$278K ﹤0.01%
21,788
-5,946
2211
$278K ﹤0.01%
5,669
-440
2212
$276K ﹤0.01%
6,507
-2,340
2213
$276K ﹤0.01%
2,065
+145
2214
$275K ﹤0.01%
5,480
-9,103
2215
$275K ﹤0.01%
162
+5
2216
$275K ﹤0.01%
6,298
-473
2217
$275K ﹤0.01%
5,403
2218
$274K ﹤0.01%
8,393
+1,381
2219
$274K ﹤0.01%
13,658
+887
2220
$273K ﹤0.01%
4,155
-297
2221
$272K ﹤0.01%
3,547
-3,395
2222
$272K ﹤0.01%
+2,863
2223
$272K ﹤0.01%
11,239
-306
2224
$272K ﹤0.01%
9,139
-2,447
2225
$271K ﹤0.01%
10,893
-2,970
87 88
89
90 91