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
2401
$209K ﹤0.01%
+10,978
2402
$209K ﹤0.01%
18,982
-955
2403
$209K ﹤0.01%
+2,204
2404
$209K ﹤0.01%
+2,527
2405
$208K ﹤0.01%
5,039
+187
2406
$208K ﹤0.01%
+1,518
2407
$207K ﹤0.01%
+14,319
2408
$207K ﹤0.01%
8,451
-1,467
2409
$207K ﹤0.01%
4,309
+263
2410
$207K ﹤0.01%
+11,888
2411
$206K ﹤0.01%
18,167
+7,057
2412
$206K ﹤0.01%
+6,583
2413
$206K ﹤0.01%
19,675
-4,999
2414
$205K ﹤0.01%
+372
2415
$205K ﹤0.01%
+3,163
2416
$205K ﹤0.01%
+1,362
2417
$205K ﹤0.01%
+2,710
2418
$205K ﹤0.01%
+8,607
2419
$204K ﹤0.01%
+4,870
2420
$204K ﹤0.01%
8,720
-56
2421
$203K ﹤0.01%
+3,503
2422
$203K ﹤0.01%
+6,116
2423
$202K ﹤0.01%
34,509
-2,822
2424
$202K ﹤0.01%
+3,530
2425
$201K ﹤0.01%
5,959
+236
95 96
97
98 99