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

As of Q2 2021, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 264 positions in their 13F portfolio.

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

IVV at 17.9% of portfolio, worth $1.1B.

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

$6.2B as of Q2 2021, tracked across 264 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 2021?

View WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q2 2021 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 2021

Top Holdings264 positions

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Activity:

				Price Trend
IVV ETF iShares Trust CORE S&P500 ETF	2.5M	$1.1B	17.9%	—	$279.71	+42.84%	10 qtrssince 2019-Q1	Increased 65
VWO ETF Vanguard International Equity Index Funds FTSE EMR MKT ETF	7.8M	$416.4M	6.7%	—	$31.01	+49.59%	10 qtrssince 2019-Q1	Increased 65
SCHF ETF SCHWAB INTERNATIONAL EQUITY ETF	9.3M	$366.1M	5.9%	—	$13.32	+27.00%	10 qtrssince 2019-Q1	Increased 63
SCHZ ETF SCHWAB US AGGREGATE BOND ETF	4.8M	$264.6M	4.3%	—	$21.69	+4.93%	10 qtrssince 2019-Q1	Increased 61
MTUM ETF ISHARES MSCI USA MOMENTUM FACTOR ETF	1.5M	$257.3M	4.1%	—	$113.59	+43.96%	10 qtrssince 2019-Q1	Increased 61
JPIN ETF JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF	4M	$248.3M	4.0%	—	$40.27	+22.07%	10 qtrssince 2019-Q1	Increased 62
SCHV ETF SCHWAB U.S. LARGE-CAP VALUE ETF	3.1M	$215.1M	3.5%	—	$15.42	+31.89%	10 qtrssince 2019-Q1	Increased 57
AGG ETF ISHARES TR	1.8M	$205.6M	3.3%	—	$97.36	+0.55%	10 qtrssince 2019-Q1	Increased 91
SCHX ETF SCHWAB U.S. LARGE-CAP ETF	1.6M	$167.9M	2.7%	—	$10.50	+54.19%	10 qtrssince 2019-Q1	Increased 55
VNQ ETF VANGUARD REAL ESTATE ETF	1.3M	$134.2M	2.2%	—	$57.72	+45.53%	6 qtrssince 2020-Q1	Increased 53
SPTM ETF STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF	2.5M	$132.7M	2.1%	—	$35.96	+36.84%	10 qtrssince 2019-Q1	Increased 58
SCHA ETF SCHWAB U.S. SMALL-CAP ETF	1.2M	$117.2M	1.9%	—	$15.80	+53.74%	10 qtrssince 2019-Q1	Decreased 0
LQD ETF ISHARES TR	827,143	$111.8M	1.8%	—	$99.80	+9.63%	10 qtrssince 2019-Q1	Increased 50
VTI ETF VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF	443,881	$99.5M	1.6%	—	$190.81	+8.60%	10 qtrssince 2019-Q1	Increased 47
SLYV ETF STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF	1.1M	$93.3M	1.5%	—	$53.44	+44.13%	10 qtrssince 2019-Q1	Increased 49
SCHE ETF SCHWAB EMERGING MARKETS EQUITY ETF	2.6M	$83.2M	1.3%	—	$23.82	+19.11%	10 qtrssince 2019-Q1	Increased 50
SPMB ETF STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF	3.1M	$79.1M	1.3%	—	$21.04	+2.47%	10 qtrssince 2019-Q1	Increased 49
SCHC ETF SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	1.9M	$78.1M	1.3%	—	$27.41	+31.63%	10 qtrssince 2019-Q1	Increased 50
SPAB ETF STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF	2.3M	$70.4M	1.1%	—	$24.41	+3.12%	10 qtrssince 2019-Q1	Increased 49
IWD ETF ISHARES RUSSELL 1000 VALUE ETF	437,483	$69.4M	1.1%	—	$136.54	+5.15%	10 qtrssince 2019-Q1	Increased 49