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
2351
$226K ﹤0.01%
3,666
2352
$226K ﹤0.01%
+2,655
2353
$226K ﹤0.01%
7,338
-574
2354
$225K ﹤0.01%
+3,453
2355
$225K ﹤0.01%
6,485
+203
2356
$224K ﹤0.01%
11,091
2357
$224K ﹤0.01%
15,861
-629
2358
$224K ﹤0.01%
3,890
+34
2359
$224K ﹤0.01%
2,000
2360
$224K ﹤0.01%
11,003
+290
2361
$223K ﹤0.01%
+2,088
2362
$223K ﹤0.01%
2,619
-1,049
2363
$222K ﹤0.01%
8,893
-5,882
2364
$222K ﹤0.01%
+4,172
2365
$222K ﹤0.01%
+11,943
2366
$222K ﹤0.01%
+2,324
2367
$222K ﹤0.01%
+6,244
2368
$222K ﹤0.01%
+42,253
2369
$221K ﹤0.01%
4,435
-1,125
2370
$221K ﹤0.01%
2,870
-1,940
2371
$220K ﹤0.01%
1,466
+17
2372
$220K ﹤0.01%
7,807
+40
2373
$219K ﹤0.01%
6,502
+233
2374
$219K ﹤0.01%
5,494
-7,894
2375
$218K ﹤0.01%
11,190
-263
93 94
95
96 97