WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings205 positions
ISHARES TR | 2M | $707.2M | 18.5% | $255.69 | +20.85% | 7 qtrssince 2019-Q1 | Increased 62 |
VANGUARD INTL EQUITY INDEX F | 7.1M | $322.9M | 8.5% | $29.64 | +23.06% | 7 qtrssince 2019-Q1 | Increased 66 |
SCHWAB STRATEGIC TR | 7M | $226.7M | 5.9% | $12.39 | +6.17% | 7 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 1.3M | $200.4M | 5.2% | $106.61 | +29.94% | 7 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 3.5M | $195.6M | 5.1% | $21.30 | +7.90% | 7 qtrssince 2019-Q1 | Increased 70 |
J P MORGAN EXCHANGE TRADED F | 3.4M | $182.6M | 4.8% | $39.01 | +2.11% | 7 qtrssince 2019-Q1 | Increased 59 |
SCHWAB STRATEGIC TR | 3M | $165.3M | 4.3% | $15.20 | +0.52% | 7 qtrssince 2019-Q1 | Increased 57 |
SCHWAB STRATEGIC TR | 1.4M | $120.7M | 3.2% | $9.93 | +25.17% | 7 qtrssince 2019-Q1 | Increased 55 |
VANGUARD INDEX FDS | 1.2M | $97.2M | 2.5% | $56.27 | +12.49% | 3 qtrssince 2020-Q1 | Increased 53 |
SCHWAB STRATEGIC TR | 1.2M | $90.6M | 2.4% | $15.78 | +0.17% | 7 qtrssince 2019-Q1 | Decreased 0 |
SPDR SER TR | 2M | $87.4M | 2.3% | $33.50 | +12.16% | 7 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 613,290 | $83.2M | 2.2% | $96.92 | +11.14% | 7 qtrssince 2019-Q1 | Increased 60 |
SPDR SER TR | 1.2M | $67.8M | 1.8% | $52.59 | -15.43% | 7 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 1.9M | $63M | 1.6% | $26.67 | +2.84% | 7 qtrssince 2019-Q1 | Decreased 0 |
SPDR SER TR | 2.3M | $60.4M | 1.6% | $20.85 | +4.39% | 7 qtrssince 2019-Q1 | Increased 57 |
SPDR SER TR | 1.6M | $48.3M | 1.3% | $24.03 | +5.80% | 7 qtrssince 2019-Q1 | Increased 50 |
SCHWAB STRATEGIC TR | 758,791 | $46.7M | 1.2% | $21.55 | +10.92% | 7 qtrssince 2019-Q1 | Increased 52 |
SCHWAB STRATEGIC TR | 883,431 | $45.4M | 1.2% | $21.04 | +3.31% | 7 qtrssince 2019-Q1 | Increased 56 |
INVESCO EXCH TRADED FD TR II | 783,035 | $43.7M | 1.1% | $44.12 | +8.02% | 2 qtrssince 2020-Q2 | Increased 49 |
SCHWAB STRATEGIC TR | 1.5M | $41.4M | 1.1% | $21.19 | +6.40% | 7 qtrssince 2019-Q1 | Decreased 0 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC manages $3.8B across 205 positions as of Q3 2020. Top holdings: IVV (18.5%), VWO (8.5%), SCHF (5.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 42 new positions, 45 exits, 100 increased. Top move: SCHZ (INCREASED, conviction 70). Portfolio: $3.8B across 205 positions.
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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
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