WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings310 positions
ISHARES TR | 2.6M | $1.2B | 16.2% | $284.63 | +49.66% | 13 qtrssince 2019-Q1 | Increased 64 |
VANGUARD INTL EQUITY INDEX F | 9.6M | $459M | 6.2% | $33.15 | +21.47% | 13 qtrssince 2019-Q1 | Increased 63 |
SCHWAB STRATEGIC TR | 10.2M | $379.7M | 5.1% | $13.64 | +18.13% | 13 qtrssince 2019-Q1 | Increased 61 |
SCHWAB STRATEGIC TR | 5.9M | $296.6M | 4.0% | $21.80 | -1.78% | 13 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 1.7M | $291.6M | 3.9% | $120.06 | +33.02% | 13 qtrssince 2019-Q1 | Increased 59 |
J P MORGAN EXCHANGE TRADED F | 5M | $287.5M | 3.9% | $41.84 | +10.68% | 13 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 2.4M | $256.4M | 3.5% | $96.82 | -5.57% | 13 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 3.3M | $238.5M | 3.2% | $15.79 | +36.64% | 13 qtrssince 2019-Q1 | Increased 57 |
SCHWAB STRATEGIC TR | 3.3M | $182.2M | 2.5% | $10.83 | +56.43% | 13 qtrssince 2019-Q1 | Increased 84 |
SPDR SERIES TRUST | 3M | $167.8M | 2.3% | $38.95 | +33.94% | 13 qtrssince 2019-Q1 | Increased 53 |
VANGUARD INDEX FDS | 1.4M | $155.5M | 2.1% | $61.19 | +49.24% | 9 qtrssince 2020-Q1 | Increased 55 |
J P MORGAN EXCHANGE TRADED F | 2.9M | $146.1M | 2.0% | $41.69 | -0.47% | 5 qtrssince 2021-Q1 | Increased 50 |
SCHWAB STRATEGIC TR | 2.6M | $122.8M | 1.7% | $16.39 | +35.98% | 13 qtrssince 2019-Q1 | Increased 77 |
SPDR SER TR | 4.7M | $112.6M | 1.5% | $21.23 | -4.12% | 13 qtrssince 2019-Q1 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 2.1M | $107.5M | 1.4% | $49.06 | -4.37% | 2 qtrssince 2021-Q4 | Increased 62 |
SPDR SERIES TRUST | 3.7M | $102.9M | 1.4% | $24.30 | -2.95% | 13 qtrssince 2019-Q1 | Increased 58 |
SPDR SERIES TRUST | 1.2M | $102M | 1.4% | $54.83 | +37.95% | 13 qtrssince 2019-Q1 | Increased 48 |
| 2.6M | $98.1M | 1.3% | $19.68 | +91.22% | 13 qtrssince 2019-Q1 | Increased 48 | |
VANGUARD INDEX FDS | 419,849 | $96.8M | 1.3% | $191.48 | +11.66% | 13 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 1.4M | $82.1M | 1.1% | $23.04 | +8.21% | 13 qtrssince 2019-Q1 | Increased 50 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC manages $7.4B across 310 positions as of Q1 2022. Top holdings: IVV (16.2%), VWO (6.2%), SCHF (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 33 new positions, 16 exits, 188 increased. Top move: SCHX (INCREASED, conviction 84). Portfolio: $7.4B across 310 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR