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
201
$46.8M 0.1%
154,897
+2,791
202
$46.8M 0.1%
885,441
+62,742
203
$46.2M 0.1%
81,142
-460
204
$45.9M 0.1%
381,644
-10,263
205
$45.4M 0.1%
91,781
-25,866
206
$45.4M 0.1%
475,826
+3,007
207
$44.9M 0.1%
460,301
-95,183
208
$44.1M 0.09%
1,524,578
-124,233
209
$43.8M 0.09%
1,061,635
-135,672
210
$43.6M 0.09%
84,441
+440
211
$43.5M 0.09%
260,684
-6,386
212
$43.5M 0.09%
3,203,397
+238,015
213
$43.4M 0.09%
1,852,128
+89,790
214
$43.1M 0.09%
174,986
+50,147
215
$43M 0.09%
176,858
+4,527
216
$42.6M 0.09%
848,963
-23,761
217
$42.2M 0.09%
1,757,927
-159,541
218
$42.1M 0.09%
1,210,534
+249,696
219
$41.8M 0.09%
98,680
-1,391
220
$41.7M 0.09%
895,898
+196,601
221
$41.2M 0.09%
1,610,928
-37,165
222
$39.4M 0.08%
768,550
+38,001
223
$39.3M 0.08%
1,292,618
+197,063
224
$39.3M 0.08%
102,965
-12,464
225
$38.7M 0.08%
1,163,266
+545,448
7 8
9
10 11