How many stocks does WEALTH ENHANCEMENT ADVISORY SERVICES, LLC own?

As of Q1 2019, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 176 positions in their 13F portfolio.

What is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's largest holding?

IVV at 10.6% of portfolio, worth $187.1M.

What is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's total portfolio value?

$1.8B as of Q1 2019, tracked across 176 holdings.

Is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC a hedge fund?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does WEALTH ENHANCEMENT ADVISORY SERVICES, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio changed in Q1 2019?

View WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q1 2019 on HoldingsIntel.

What is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's investment strategy?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is classified as a Diversified Scout fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Institutional investor · Portfolio as of Q1 2019

SEC EDGAR SourceSEC Filings

Top Holdings176 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF ISHARES CORE S&P 500 ETF	634,596	$187.1M	10.6%	—	$255.40	0.00%	1 qtr	New 94
SCHV ETF SCHWAB US LARGE-CAP VALUE	3.3M	$184.3M	10.4%	—	$15.32	0.00%	1 qtr	New 94
SCHF ETF SCHWAB INTL EQUITY ETF	3.6M	$117.3M	6.6%	—	$12.71	0.00%	1 qtr	New 93
SCHZ ETF SCHWAB US AGGREGATE BOND ETF	1.9M	$98M	5.5%	—	$20.57	0.00%	1 qtr	New 92
MTUM ETF ISHARES MSCI USA MOMENTUM FA	815,577	$91.8M	5.2%	—	$103.72	0.00%	1 qtr	New 92
SCHC ETF SCHWAB INTL SMALL-CAP EQUITY	2.4M	$78.4M	4.4%	—	$26.38	0.00%	1 qtr	New 82
JPIN ETF J P MORGAN EXCHANGE TRADED F	1.4M	$77.7M	4.4%	—	$41.39	0.00%	1 qtr	New 82
SLYV ETF SS SPDR S&P 600 SC VAL ETF	1M	$64.6M	3.7%	—	$52.78	0.00%	1 qtr	New 82
??POWERSHARES SP500 LOW VOLATILITY ETFDelisted	1.2M	$63.2M	3.6%	—	—	—	1 qtr	New 82
??POWERSHARES ETF TR IIDelisted	2.6M	$62.1M	3.5%	—	—	—	1 qtr	New 82
SCHA ETF SCHWAB US SMALL-CAP ETF	841,136	$60.7M	3.4%	—	$15.88	0.00%	1 qtr	New 82
SCHE ETF SCHWAB EMRG MRKTS EQTY ETF	2.2M	$59.7M	3.4%	—	$21.12	0.00%	1 qtr	New 82
SCHX ETF SCHWAB US LARGE-CAP ETF	811,388	$56.8M	3.2%	—	$10.15	0.00%	1 qtr	New 81
LQD ETF ISHARES IBOXX INVESTMENT GRA	326,779	$38.8M	2.2%	—	$91.57	0.00%	1 qtr	New 75
SCHP ETF SCHWAB STRATEGIC TR	521,365	$28.6M	1.6%	—	$20.97	0.00%	1 qtr	New 66
??POWERSHARES S&P SMALLCAP LOW	591,915	$28.4M	1.6%	—	—	—	—	New 66
SCHO ETF SCHWAB SHORT-TERM US TREAS	479,866	$24M	1.4%	—	$20.77	0.00%	1 qtr	New 65
BARCLAYS BANK PLC ETF	874,470	$20M	1.1%	—	$22.66	0.00%	1 qtr	New 65
SPMB ETF STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF	745,673	$19.1M	1.1%	—	$20.34	0.00%	1 qtr	New 65
SCHR ETF SCHWAB INTERMEDIATE-TERM US	317,866	$17M	1.0%	—	$22.19	0.00%	1 qtr	New 55