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
2426
$200K ﹤0.01%
+8,688
2427
$200K ﹤0.01%
+5,720
2428
$200K ﹤0.01%
10,789
+261
2429
$196K ﹤0.01%
+13,453
2430
$195K ﹤0.01%
28,365
+7,245
2431
$195K ﹤0.01%
27,376
-292,140
2432
$193K ﹤0.01%
23,901
-352
2433
$193K ﹤0.01%
10,378
+201
2434
$191K ﹤0.01%
+14,614
2435
$188K ﹤0.01%
10,136
+49
2436
$188K ﹤0.01%
+10,631
2437
$188K ﹤0.01%
22,945
+5,899
2438
$187K ﹤0.01%
41,295
-1,510
2439
$186K ﹤0.01%
13,650
2440
$184K ﹤0.01%
15,744
-350
2441
$184K ﹤0.01%
13,893
-115
2442
$183K ﹤0.01%
+10,601
2443
$183K ﹤0.01%
17,600
+3,444
2444
$183K ﹤0.01%
20,631
-5,784
2445
$182K ﹤0.01%
15,276
+3,955
2446
$179K ﹤0.01%
12,940
+438
2447
$178K ﹤0.01%
57,161
-1,030
2448
$175K ﹤0.01%
11,543
+49
2449
$175K ﹤0.01%
+13,511
2450
$174K ﹤0.01%
108,248
-1,217
96 97
98
99 100