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
2251
$259K ﹤0.01%
12,279
+73
2252
$259K ﹤0.01%
+7,722
2253
$259K ﹤0.01%
2,975
+322
2254
$258K ﹤0.01%
4,548
-144
2255
$257K ﹤0.01%
4,710
-337
2256
$257K ﹤0.01%
3,676
2257
$256K ﹤0.01%
1,522
-836
2258
$256K ﹤0.01%
1,317
+55
2259
$255K ﹤0.01%
+2,227
2260
$255K ﹤0.01%
7,263
+857
2261
$255K ﹤0.01%
12,028
+844
2262
$255K ﹤0.01%
1,182
+107
2263
$255K ﹤0.01%
21,418
-500
2264
$254K ﹤0.01%
+12,579
2265
$254K ﹤0.01%
+3,632
2266
$254K ﹤0.01%
991
-45
2267
$253K ﹤0.01%
2,159
-20
2268
$253K ﹤0.01%
5,323
+202
2269
$253K ﹤0.01%
+2,921
2270
$252K ﹤0.01%
+3,022
2271
$252K ﹤0.01%
1,350
+90
2272
$252K ﹤0.01%
+36,916
2273
$252K ﹤0.01%
2,979
-92
2274
$252K ﹤0.01%
27,931
+1,065
2275
$252K ﹤0.01%
6,778
+952
89 90
91
92 93