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

As of Q2 2019, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 196 positions in their 13F portfolio.

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

IVV at 9.9% of portfolio, worth $224.1M.

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

$2.3B as of Q2 2019, tracked across 196 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 Q2 2019?

View WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q2 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 Q2 2019

Top Holdings196 positions

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Activity:

				Price Trend
IVV ETF iShares Trust CORE S&P500 ETF	739,117	$224.1M	9.9%	—	$254.82	+3.60%	2 qtrssince 2019-Q1	Increased 69
SCHV ETF SCHWAB U.S. LARGE-CAP VALUE ETF	3.9M	$222.2M	9.8%	—	$15.25	+2.77%	2 qtrssince 2019-Q1	Increased 70
SCHF ETF SCHWAB INTERNATIONAL EQUITY ETF	4.4M	$140M	6.2%	—	$12.70	+2.74%	2 qtrssince 2019-Q1	Increased 70
SCHZ ETF SCHWAB US AGGREGATE BOND ETF	2.4M	$126M	5.6%	—	$20.54	+2.32%	2 qtrssince 2019-Q1	Increased 72
MTUM ETF ISHARES MSCI USA MOMENTUM FACTOR ETF	1M	$125.3M	5.5%	—	$104.57	+4.84%	2 qtrssince 2019-Q1	Increased 72
JPIN ETF JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF	1.9M	$100.1M	4.4%	—	$40.50	-0.01%	2 qtrssince 2019-Q1	Increased 71
SCHC ETF SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	3.1M	$98.9M	4.4%	—	$26.48	+1.31%	2 qtrssince 2019-Q1	Increased 69
SLYV ETF STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF	1.4M	$85.3M	3.8%	—	$52.17	+0.80%	2 qtrssince 2019-Q1	Increased 71
??POWERSHARES SP500 LOW VOLATILITY ETFDelisted	1.5M	$81.5M	3.6%	—	—	—	2 qtrssince 2019-Q1	Increased 65
??POWERSHARES ETF TR IIDelisted	3.2M	$77.3M	3.4%	—	—	—	2 qtrssince 2019-Q1	Increased 67
SCHA ETF SCHWAB U.S. SMALL-CAP ETF	977,591	$70.9M	3.1%	—	$15.87	+2.20%	2 qtrssince 2019-Q1	Increased 63
SCHE ETF SCHWAB EMERGING MARKETS EQUITY ETF	2.6M	$68.9M	3.0%	—	$21.14	+1.28%	2 qtrssince 2019-Q1	Increased 64
SCHX ETF SCHWAB U.S. LARGE-CAP ETF	843,450	$60.9M	2.7%	—	$10.11	+4.12%	2 qtrssince 2019-Q1	Increased 53
LQD ETF ISHARES TR	347,530	$43.2M	1.9%	—	$91.09	+5.07%	2 qtrssince 2019-Q1	Increased 49
SCHM ETF SCHWAB U.S. MID-CAP ETF	644,108	$37.4M	1.7%	—	$16.92	+1.20%	2 qtrssince 2019-Q1	Increased 74
??POWERSHARES S&P SMALLCAP LOW	767,768	$37.3M	1.6%	—	—	—	—	Increased 58
FNDF ETF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF	1.2M	$33.9M	1.5%	—	$22.14	+0.20%	2 qtrssince 2019-Q1	Increased 74
SCHR ETF SCHWAB INTERMEDIATE-TERM US TREASURY ETF	599,390	$32.8M	1.4%	—	$22.25	+1.49%	2 qtrssince 2019-Q1	Increased 71
SCHP ETF SCHWAB US TIPS ETF	529,660	$29.7M	1.3%	—	$20.87	+2.73%	2 qtrssince 2019-Q1	Increased 46
XMLV ETF INVESCO S&P MIDCAP LOW VOLATILITY ETF	496,667	$25.9M	1.1%	—	$43.58	0.00%	1 qtr	New 65