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
2276
$252K ﹤0.01%
2,245
2277
$252K ﹤0.01%
5,628
+750
2278
$251K ﹤0.01%
+2,222
2279
$251K ﹤0.01%
2,030
-23
2280
$251K ﹤0.01%
4,469
+908
2281
$251K ﹤0.01%
+4,896
2282
$250K ﹤0.01%
3,114
2283
$250K ﹤0.01%
67,893
+20,848
2284
$250K ﹤0.01%
+6,364
2285
$249K ﹤0.01%
3,507
+213
2286
$249K ﹤0.01%
3,721
-1,132
2287
$249K ﹤0.01%
2,591
-5
2288
$248K ﹤0.01%
20,024
-973
2289
$248K ﹤0.01%
+780
2290
$247K ﹤0.01%
+1,981
2291
$246K ﹤0.01%
+2,349
2292
$246K ﹤0.01%
2,128
+233
2293
$246K ﹤0.01%
10,502
2294
$245K ﹤0.01%
+8,705
2295
$245K ﹤0.01%
6,323
-2,916
2296
$245K ﹤0.01%
15,327
-2,304
2297
$244K ﹤0.01%
13,394
+659
2298
$244K ﹤0.01%
8,758
-882
2299
$244K ﹤0.01%
38,171
+87
2300
$243K ﹤0.01%
+8,305
90 91
92
93 94