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
2376
$217K ﹤0.01%
+974
2377
$217K ﹤0.01%
+7,090
2378
$217K ﹤0.01%
3,074
+9
2379
$216K ﹤0.01%
+4,586
2380
$215K ﹤0.01%
+18,058
2381
$215K ﹤0.01%
+1,862
2382
$215K ﹤0.01%
1,030
+41
2383
$214K ﹤0.01%
+16,926
2384
$214K ﹤0.01%
19,620
2385
$213K ﹤0.01%
2,924
-899
2386
$213K ﹤0.01%
+4,359
2387
$213K ﹤0.01%
+3,045
2388
$213K ﹤0.01%
+3,279
2389
$213K ﹤0.01%
2,024
+104
2390
$213K ﹤0.01%
+4,430
2391
$213K ﹤0.01%
3,112
-789
2392
$212K ﹤0.01%
4,230
-73
2393
$212K ﹤0.01%
18,630
+3,327
2394
$212K ﹤0.01%
+6,984
2395
$211K ﹤0.01%
+6,448
2396
$211K ﹤0.01%
14,861
2397
$211K ﹤0.01%
5,954
-167
2398
$210K ﹤0.01%
+6,335
2399
$210K ﹤0.01%
180,621
+95,039
2400
$209K ﹤0.01%
16,885
-7,286
94 95
96
97 98