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
2301
$243K ﹤0.01%
3,556
-15
2302
$243K ﹤0.01%
+3,967
2303
$243K ﹤0.01%
8,464
+12
2304
$242K ﹤0.01%
+1,225
2305
$242K ﹤0.01%
+10,268
2306
$242K ﹤0.01%
+9,130
2307
$241K ﹤0.01%
+3,723
2308
$241K ﹤0.01%
25,708
+2,200
2309
$240K ﹤0.01%
12,267
-599
2310
$240K ﹤0.01%
15,932
-3,851
2311
$239K ﹤0.01%
+8,508
2312
$238K ﹤0.01%
45,860
-1,094
2313
$238K ﹤0.01%
3,263
2314
$238K ﹤0.01%
+5,146
2315
$238K ﹤0.01%
+6,255
2316
$238K ﹤0.01%
7,808
-4,803
2317
$237K ﹤0.01%
10,229
+488
2318
$237K ﹤0.01%
10,471
2319
$236K ﹤0.01%
+10,400
2320
$236K ﹤0.01%
5,726
-203
2321
$236K ﹤0.01%
4,391
+489
2322
$235K ﹤0.01%
+5,618
2323
$235K ﹤0.01%
+4,670
2324
$234K ﹤0.01%
10,061
2325
$234K ﹤0.01%
2,660
-470
91 92
93
94 95