WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings197 positions
ISHARES TR | 770,550 | $229.6M | 9.3% | $255.38 | +5.21% | 3 qtrssince 2019-Q1 | Increased 62 |
SCHWAB STRATEGIC TR | 4M | $225.9M | 9.1% | $15.28 | +4.43% | 3 qtrssince 2019-Q1 | Increased 62 |
SCHWAB STRATEGIC TR | 4.6M | $146.6M | 5.9% | $12.71 | +1.92% | 3 qtrssince 2019-Q1 | Increased 62 |
SCHWAB STRATEGIC TR | 2.5M | $136M | 5.5% | $20.60 | +4.39% | 3 qtrssince 2019-Q1 | Increased 63 |
ISHARES TR | 1.1M | $133.3M | 5.4% | $105.12 | +5.24% | 3 qtrssince 2019-Q1 | Increased 65 |
J P MORGAN EXCHANGE-TRADED F | 2M | $105.9M | 4.3% | $40.46 | -1.59% | 3 qtrssince 2019-Q1 | Increased 59 |
SCHWAB STRATEGIC TR | 3.2M | $103.3M | 4.2% | $26.46 | -1.45% | 3 qtrssince 2019-Q1 | Increased 58 |
SPDR SER TR | 1.5M | $92.3M | 3.7% | $52.27 | +2.00% | 3 qtrssince 2019-Q1 | Increased 60 |
| 1.5M | $85.6M | 3.4% | — | — | 3 qtrssince 2019-Q1 | Increased 56 | |
| 3.4M | $78.7M | 3.2% | — | — | 3 qtrssince 2019-Q1 | Increased 58 | |
SCHWAB STRATEGIC TR | 1M | $70.4M | 2.8% | $15.87 | +0.07% | 3 qtrssince 2019-Q1 | Increased 53 |
SCHWAB STRATEGIC TR | 2.7M | $70.2M | 2.8% | $21.12 | -2.89% | 3 qtrssince 2019-Q1 | Increased 53 |
SCHWAB STRATEGIC TR | 874,411 | $61.9M | 2.5% | $10.13 | +5.49% | 3 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 368,435 | $46.7M | 1.9% | $91.54 | +8.08% | 3 qtrssince 2019-Q1 | Increased 49 |
| 853,663 | $41.4M | 1.7% | — | — | — | Increased 51 | |
SCHWAB STRATEGIC TR | 730,016 | $40.5M | 1.6% | $22.38 | +2.60% | 3 qtrssince 2019-Q1 | Increased 55 |
SCHWAB STRATEGIC TR | 1.4M | $39.8M | 1.6% | $22.11 | -0.72% | 3 qtrssince 2019-Q1 | Increased 53 |
SCHWAB STRATEGIC TR | 644,151 | $36.1M | 1.5% | $16.92 | +0.63% | 3 qtrssince 2019-Q1 | Increased 45 |
SCHWAB STRATEGIC TR | 571,555 | $32.3M | 1.3% | $20.94 | +3.97% | 3 qtrssince 2019-Q1 | Increased 49 |
SPDR SER TR | 963,792 | $28.4M | 1.1% | $23.55 | +1.17% | 3 qtrssince 2019-Q1 | Increased 73 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC manages $2.5B across 197 positions as of Q3 2019. Top holdings: IVV (9.3%), SCHV (9.1%), SCHF (5.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 56 new positions, 55 exits, 89 increased. Top move: SPAB (INCREASED, conviction 73). Portfolio: $2.5B across 197 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR