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 Diversified Scout fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Institutional investor · Portfolio as of Q2 2021

SEC EDGAR SourceSEC Filings

Top Holdings264 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF ISHARES CORE S&P 500 ETF	2.5M	$1.1B	17.9%	—	$282.09	+42.68%	10 qtrssince 2019-Q1	Increased 65
VWO ETF VANGUARD FTSE EMERGING MARKETS	7.8M	$416.4M	6.7%	—	$31.02	+50.94%	10 qtrssince 2019-Q1	Increased 65
SCHF ETF SCHWAB INTL EQUITY ETF	9.3M	$366.1M	5.9%	—	$13.42	+27.63%	10 qtrssince 2019-Q1	Increased 63
SCHZ ETF SCHWAB US AGGREGATE BOND ETF	4.8M	$264.6M	4.3%	—	$21.84	+4.93%	10 qtrssince 2019-Q1	Increased 61
MTUM ETF ISHARES MSCI USA MOMENTUM FA	1.5M	$257.3M	4.1%	—	$113.83	+43.93%	10 qtrssince 2019-Q1	Increased 61
JPIN ETF J P MORGAN EXCHANGE TRADED F	4M	$248.3M	4.0%	—	$41.24	+22.68%	10 qtrssince 2019-Q1	Increased 62
SCHV ETF SCHWAB US LARGE-CAP VALUE	3.1M	$215.1M	3.5%	—	$15.52	+31.79%	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 US LARGE-CAP ETF	1.6M	$167.9M	2.7%	—	$10.59	+53.73%	10 qtrssince 2019-Q1	Increased 55
VNQ ETF VANGUARD REAL ESTATE ETF ETF	1.3M	$134.2M	2.2%	—	$59.77	+44.03%	6 qtrssince 2020-Q1	Increased 53
SPTM ETF SPDR PORT TTL STCK MRKT	2.5M	$132.7M	2.1%	—	$36.06	+37.47%	10 qtrssince 2019-Q1	Increased 58
SCHA ETF SCHWAB US SMALL-CAP ETF	1.2M	$117.2M	1.9%	—	$15.84	+53.95%	10 qtrssince 2019-Q1	Decreased 0
LQD ETF ISHARES IBOXX INVESTMENT GRA	827,143	$111.8M	1.8%	—	$100.65	+9.63%	10 qtrssince 2019-Q1	Increased 50
VTI ETF VANGUARD TOTAL STOCK MARKET VIPERS	443,881	$99.5M	1.6%	—	$191.29	+9.24%	10 qtrssince 2019-Q1	Increased 47
SLYV ETF SS SPDR S&P 600 SC VAL ETF	1.1M	$93.3M	1.5%	—	$54.20	+43.24%	10 qtrssince 2019-Q1	Increased 49
SCHE ETF SCHWAB EMRG MRKTS EQTY ETF	2.6M	$83.2M	1.3%	—	$23.82	+20.18%	10 qtrssince 2019-Q1	Increased 50
SPMB ETF STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF	3.1M	$79.1M	1.3%	—	$21.36	+1.96%	10 qtrssince 2019-Q1	Increased 49
SCHC ETF SCHWAB INTL SMALL-CAP EQUITY	1.9M	$78.1M	1.3%	—	$27.41	+31.63%	10 qtrssince 2019-Q1	Increased 50
SPAB ETF SPDR SERIES TRUST	2.3M	$70.4M	1.1%	—	$24.59	+3.12%	10 qtrssince 2019-Q1	Increased 49
IWD ETF ISHARES TR RUSSELL 1000 VALUE INDEX FUND	437,483	$69.4M	1.1%	—	$138.46	+4.45%	10 qtrssince 2019-Q1	Increased 49