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
2326
$234K ﹤0.01%
12,347
-841
2327
$233K ﹤0.01%
10,021
-2,149
2328
$233K ﹤0.01%
16,090
+1,958
2329
$233K ﹤0.01%
+10,426
2330
$233K ﹤0.01%
+6,585
2331
$233K ﹤0.01%
34,927
-1,229
2332
$232K ﹤0.01%
32,725
-19,504
2333
$232K ﹤0.01%
5,957
-1,492
2334
$232K ﹤0.01%
10,271
-104
2335
$232K ﹤0.01%
10,950
-1,455
2336
$232K ﹤0.01%
2,781
+74
2337
$231K ﹤0.01%
40,195
+2,723
2338
$231K ﹤0.01%
+5,630
2339
$231K ﹤0.01%
4,836
-1,854
2340
$229K ﹤0.01%
24,409
-62
2341
$229K ﹤0.01%
+7,851
2342
$229K ﹤0.01%
+7,672
2343
$228K ﹤0.01%
+3,761
2344
$228K ﹤0.01%
3,233
-12
2345
$228K ﹤0.01%
+4,677
2346
$228K ﹤0.01%
+9,846
2347
$227K ﹤0.01%
14,291
+18
2348
$226K ﹤0.01%
+4,998
2349
$226K ﹤0.01%
2,872
-1,367
2350
$226K ﹤0.01%
2,292
-161
92 93
94
95 96