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 Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Institutional investor · Portfolio as of Q1 2019

Top Holdings176 positions

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Activity:

				Price Trend
IVV ETF iShares Core S&P 500 ETF	634,596	$187.1M	10.6%	—	$253.31	0.00%	1 qtr	First report 0
SCHV ETF SCHWAB STRATEGIC TR	3.3M	$184.3M	10.4%	—	$15.18	0.00%	1 qtr	First report 0
SCHF ETF SCHWAB STRATEGIC TR	3.6M	$117.3M	6.6%	—	$12.63	0.00%	1 qtr	First report 0
SCHZ ETF SCHWAB STRATEGIC TR	1.9M	$98M	5.5%	—	$20.42	0.00%	1 qtr	First report 0
MTUM ETF ISHARES TR	815,577	$91.8M	5.2%	—	$103.30	0.00%	1 qtr	First report 0
SCHC ETF SCHWAB STRATEGIC TR	2.4M	$78.4M	4.4%	—	$26.32	0.00%	1 qtr	First report 0
JPIN ETF J P MORGAN EXCHANGE TRADED F	1.4M	$77.7M	4.4%	—	$40.50	0.00%	1 qtr	First report 0
SLYV ETF SPDR SERIES TRUST	1M	$64.6M	3.7%	—	$52.02	0.00%	1 qtr	First report 0
??POWERSHARES SP500 LOW VOLATILITY ETFDelisted	1.2M	$63.2M	3.6%	—	—	—	1 qtr	First report 0
??POWERSHARES ETF TR IIDelisted	2.6M	$62.1M	3.5%	—	—	—	1 qtr	First report 0
SCHA ETF SCHWAB STRATEGIC TR	841,136	$60.7M	3.4%	—	$15.81	0.00%	1 qtr	First report 0
SCHE ETF SCHWAB STRATEGIC TR	2.2M	$59.7M	3.4%	—	$21.10	0.00%	1 qtr	First report 0
SCHX ETF SCHWAB STRATEGIC TR	811,388	$56.8M	3.2%	—	$10.10	0.00%	1 qtr	First report 0
LQD ETF ISHARES TR	326,779	$38.8M	2.2%	—	$90.41	0.00%	1 qtr	First report 0
SCHP ETF SCHWAB STRATEGIC TR	521,365	$28.6M	1.6%	—	$20.86	0.00%	1 qtr	First report 0
??POWERSHARES S&P SMALLCAP LOW	591,915	$28.4M	1.6%	—	—	—	—	First report 0
SCHO ETF SCHWAB STRATEGIC TR	479,866	$24M	1.4%	—	$20.58	0.00%	1 qtr	First report 0
BARCLAYS BANK PLC ETF	874,470	$20M	1.1%	—	$22.66	0.00%	1 qtr	First report 0
SPMB ETF SPDR SERIES TRUST	745,673	$19.1M	1.1%	—	$20.14	0.00%	1 qtr	First report 0
SCHR ETF SCHWAB STRATEGIC TR	317,866	$17M	1.0%	—	$21.96	0.00%	1 qtr	First report 0

$1.8B

AUM

176

Positions

Q1 2019

Filing

HI score · 4.0/5

Quarterly 13F Value Change

Not enough history yet

Activity profile

Q1'19

First report: nothing earlier to compare

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

<1Q100%1-4Q0%1-2Y0%2Y+0%

Q1 2019 Summary

First quarter we have for this fund: 176 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $1.8B across 176 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV10.58%

SCHV10.42%

SCHF6.63%

SCHZ5.54%

MTUM5.19%

SCHC4.43%

JPIN4.39%

SLYV3.65%

POWERSHARES 3.57%

POWERSHARES 3.51%