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
2226
$271K ﹤0.01%
329
+4
2227
$270K ﹤0.01%
6,663
+82
2228
$270K ﹤0.01%
+6,617
2229
$270K ﹤0.01%
16,510
-545
2230
$270K ﹤0.01%
29,878
+13,608
2231
$269K ﹤0.01%
6,674
-3,079
2232
$269K ﹤0.01%
8,380
+1,322
2233
$269K ﹤0.01%
3,727
-465
2234
$268K ﹤0.01%
793
+110
2235
$268K ﹤0.01%
10,421
+73
2236
$268K ﹤0.01%
12,820
-132
2237
$266K ﹤0.01%
6,870
+34
2238
$266K ﹤0.01%
+10,895
2239
$266K ﹤0.01%
+1,198
2240
$266K ﹤0.01%
49,552
-10,459
2241
$265K ﹤0.01%
20,945
+699
2242
$263K ﹤0.01%
+10,521
2243
$263K ﹤0.01%
2,496
+130
2244
$262K ﹤0.01%
3,769
+148
2245
$262K ﹤0.01%
+4,124
2246
$261K ﹤0.01%
5,719
-306
2247
$261K ﹤0.01%
+2,572
2248
$260K ﹤0.01%
+1,172
2249
$260K ﹤0.01%
+3,493
2250
$259K ﹤0.01%
6,845
-407
88 89
90
91 92