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 Core S&P 500 ETF	2.5M	$1.1B	17.9%	—	$279.71	+42.84%	10 qtrssince 2019-Q1	Increased 65
VWO ETF VANGUARD EMERGING MARKETS ETF	7.8M	$416.4M	6.7%	—	$31.01	+49.59%	10 qtrssince 2019-Q1	Increased 65
SCHF ETF SCHWAB STRATEGIC TR	9.3M	$366.1M	5.9%	—	$13.32	+27.00%	10 qtrssince 2019-Q1	Increased 63
SCHZ ETF Schwab U.S. Aggregate Bond ETF	4.8M	$264.6M	4.3%	—	$21.69	+4.93%	10 qtrssince 2019-Q1	Increased 61
MTUM ETF iShares Edge MSCI USA Momentum Factor ETF	1.5M	$257.3M	4.1%	—	$113.59	+43.96%	10 qtrssince 2019-Q1	Increased 61
JPIN ETF J P MORGAN EXCHANGE TRADED F	4M	$248.3M	4.0%	—	$40.27	+22.07%	10 qtrssince 2019-Q1	Increased 62
SCHV ETF SCHWAB STRATEGIC TR	3.1M	$215.1M	3.5%	—	$15.42	+31.89%	10 qtrssince 2019-Q1	Increased 57
AGG ETF iShares Core U.S. Aggregate Bond ETF	1.8M	$205.6M	3.3%	—	$97.36	+0.55%	10 qtrssince 2019-Q1	Increased 91
SCHX ETF Schwab US 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 SPDR SER TR	2.5M	$132.7M	2.1%	—	$35.96	+36.84%	10 qtrssince 2019-Q1	Increased 58
SCHA ETF SCHWAB STRATEGIC TR	1.2M	$117.2M	1.9%	—	$15.80	+53.74%	10 qtrssince 2019-Q1	Decreased 0
LQD ETF iShares iBoxx $ Investment Grade Corporate Bond ET	827,143	$111.8M	1.8%	—	$99.80	+9.63%	10 qtrssince 2019-Q1	Increased 50
VTI ETF VANGUARD TOTAL STOCK MARKET ETF	443,881	$99.5M	1.6%	—	$190.81	+8.60%	10 qtrssince 2019-Q1	Increased 47
SLYV ETF SPDR SER TR	1.1M	$93.3M	1.5%	—	$53.44	+44.13%	10 qtrssince 2019-Q1	Increased 49
SCHE ETF SCHWAB STRATEGIC TR	2.6M	$83.2M	1.3%	—	$23.82	+19.11%	10 qtrssince 2019-Q1	Increased 50
SPMB ETF SPDR SER TR	3.1M	$79.1M	1.3%	—	$21.04	+2.47%	10 qtrssince 2019-Q1	Increased 49
SCHC ETF SCHWAB STRATEGIC TR	1.9M	$78.1M	1.3%	—	$27.41	+31.63%	10 qtrssince 2019-Q1	Increased 50
SPAB ETF 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 E	437,483	$69.4M	1.1%	—	$136.54	+5.15%	10 qtrssince 2019-Q1	Increased 49