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
2451
$174K ﹤0.01%
16,205
+56
2452
$165K ﹤0.01%
12,669
+144
2453
$165K ﹤0.01%
12,503
+36
2454
$164K ﹤0.01%
+12,115
2455
$163K ﹤0.01%
+19,105
2456
$162K ﹤0.01%
10,935
-5,412
2457
$161K ﹤0.01%
16,262
+3,529
2458
$160K ﹤0.01%
11,149
-147
2459
$159K ﹤0.01%
14,413
+395
2460
$159K ﹤0.01%
11,174
2461
$157K ﹤0.01%
+11,065
2462
$157K ﹤0.01%
+25,017
2463
$156K ﹤0.01%
17,546
+641
2464
$155K ﹤0.01%
27,255
-65
2465
$153K ﹤0.01%
11,697
+687
2466
$153K ﹤0.01%
14,323
+2,395
2467
$152K ﹤0.01%
+26,080
2468
$152K ﹤0.01%
11,173
+918
2469
$150K ﹤0.01%
56,482
+3,464
2470
$150K ﹤0.01%
11,610
+350
2471
$146K ﹤0.01%
30,054
-339
2472
$145K ﹤0.01%
15,052
2473
$144K ﹤0.01%
12,087
+16
2474
$143K ﹤0.01%
+12,664
2475
$142K ﹤0.01%
49,844
-193
97 98
99
100 101