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

As of Q2 2020, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 208 positions in their 13F portfolio.

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

IVV at 18.7% of portfolio, worth $651.7M.

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

$3.5B as of Q2 2020, tracked across 208 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 2020?

View WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q2 2020 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 2020

Top Holdings208 positions

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Activity:

				Price Trend
IVV ETF iShares Trust CORE S&P500 ETF	2M	$651.7M	18.7%	—	$255.33	+11.02%	6 qtrssince 2019-Q1	Increased 76
VWO ETF Vanguard International Equity Index Funds FTSE EMR MKT ETF	6.5M	$281.6M	8.1%	—	$28.99	+14.14%	6 qtrssince 2019-Q1	Increased 74
SCHF ETF SCHWAB INTERNATIONAL EQUITY ETF	6.7M	$210.8M	6.1%	—	$12.45	+0.81%	6 qtrssince 2019-Q1	Increased 65
MTUM ETF ISHARES MSCI USA MOMENTUM FACTOR ETF	1.3M	$184.2M	5.3%	—	$106.61	+15.29%	6 qtrssince 2019-Q1	Increased 63
JPIN ETF JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF	3.3M	$168.9M	4.8%	—	$38.97	-2.96%	6 qtrssince 2019-Q1	Increased 69
SCHZ ETF SCHWAB US AGGREGATE BOND ETF	2.9M	$165.4M	4.7%	—	$20.96	+9.27%	6 qtrssince 2019-Q1	Increased 64
SCHV ETF SCHWAB U.S. LARGE-CAP VALUE ETF	3M	$154.7M	4.4%	—	$15.20	-4.68%	6 qtrssince 2019-Q1	Increased 67
SCHX ETF SCHWAB U.S. LARGE-CAP ETF	1.4M	$111.4M	3.2%	—	$9.92	+14.38%	6 qtrssince 2019-Q1	Increased 57
VNQ ETF VANGUARD REAL ESTATE ETF	1.1M	$89.2M	2.6%	—	$56.03	+11.49%	2 qtrssince 2020-Q1	Increased 59
SCHA ETF SCHWAB U.S. SMALL-CAP ETF	1.2M	$83.5M	2.4%	—	$15.78	-4.59%	6 qtrssince 2019-Q1	Increased 61
SPTM ETF STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF	2M	$78.8M	2.3%	—	$33.38	+3.62%	6 qtrssince 2019-Q1	Increased 82
LQD ETF ISHARES TR	515,412	$71.3M	2.0%	—	$94.87	+12.62%	6 qtrssince 2019-Q1	Increased 60
SLYV ETF STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF	1.2M	$62.6M	1.8%	—	$52.59	-17.25%	6 qtrssince 2019-Q1	Decreased 0
SCHC ETF SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	1.9M	$59.4M	1.7%	—	$26.67	-6.42%	6 qtrssince 2019-Q1	Decreased 0
SPMB ETF STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF	1.8M	$49M	1.4%	—	$20.63	+5.32%	6 qtrssince 2019-Q1	Increased 57
SPAB ETF STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF	1.5M	$45.6M	1.3%	—	$23.93	+5.78%	6 qtrssince 2019-Q1	Increased 54
SCHP ETF SCHWAB US TIPS ETF	664,259	$40.5M	1.2%	—	$21.21	+9.54%	6 qtrssince 2019-Q1	Increased 50
SCHE ETF SCHWAB EMERGING MARKETS EQUITY ETF	1.5M	$39.7M	1.1%	—	$21.22	-2.69%	6 qtrssince 2019-Q1	Increased 49
VXUS ETF VANGUARD TOTAL INTERNATIONAL STOCK ETF	756,580	$39.5M	1.1%	—	$34.70	+17.78%	2 qtrssince 2020-Q1	Decreased 0
SPLV ETF INVESCO S&P 500 LOW VOLATILITY ETF	738,238	$39.1M	1.1%	—	$43.90	0.00%	1 qtr	New 66