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

As of Q4 2019, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 206 positions in their 13F portfolio.

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

IVV at 9.5% of portfolio, worth $268.1M.

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

$2.8B as of Q4 2019, tracked across 206 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 Q4 2019?

View WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q4 2019 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 Q4 2019

Top Holdings206 positions

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Activity:

				Price Trend
IVV ETF iShares Trust CORE S&P500 ETF	829,425	$268.1M	9.5%	—	$258.04	+13.47%	4 qtrssince 2019-Q1	Increased 65
SCHV ETF SCHWAB U.S. LARGE-CAP VALUE ETF	4.2M	$252.4M	8.9%	—	$15.36	+11.28%	4 qtrssince 2019-Q1	Increased 62
SCHF ETF SCHWAB INTERNATIONAL EQUITY ETF	4.9M	$163.4M	5.8%	—	$12.78	+9.36%	4 qtrssince 2019-Q1	Increased 63
MTUM ETF ISHARES MSCI USA MOMENTUM FACTOR ETF	1.2M	$150.3M	5.3%	—	$105.87	+10.47%	4 qtrssince 2019-Q1	Increased 63
SCHZ ETF SCHWAB US AGGREGATE BOND ETF	2.8M	$147.8M	5.2%	—	$20.68	+4.11%	4 qtrssince 2019-Q1	Increased 64
JPIN ETF JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF	2.1M	$122.5M	4.3%	—	$40.67	+6.10%	4 qtrssince 2019-Q1	Increased 60
SCHC ETF SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	3.5M	$120.6M	4.3%	—	$26.67	+9.33%	4 qtrssince 2019-Q1	Increased 60
SLYV ETF STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF	1.6M	$107.4M	3.8%	—	$52.59	+9.31%	4 qtrssince 2019-Q1	Increased 59
??POWERSHARES SP500 LOW VOLATILITY ETFDelisted	1.5M	$89.4M	3.2%	—	—	—	4 qtrssince 2019-Q1	Increased 56
??POWERSHARES ETF TR IIDelisted	3.6M	$86.5M	3.1%	—	—	—	4 qtrssince 2019-Q1	Increased 58
SCHA ETF SCHWAB U.S. SMALL-CAP ETF	1.1M	$80.3M	2.8%	—	$15.93	+8.71%	4 qtrssince 2019-Q1	Increased 53
SCHE ETF SCHWAB EMERGING MARKETS EQUITY ETF	2.9M	$80M	2.8%	—	$21.24	+8.12%	4 qtrssince 2019-Q1	Increased 55
SCHX ETF SCHWAB U.S. LARGE-CAP ETF	898,847	$69M	2.4%	—	$10.18	+14.49%	4 qtrssince 2019-Q1	Increased 52
LQD ETF ISHARES TR	404,402	$51.7M	1.8%	—	$92.32	+8.71%	4 qtrssince 2019-Q1	Increased 51
FNDF ETF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF	1.7M	$50.2M	1.8%	—	$22.37	+5.51%	4 qtrssince 2019-Q1	Increased 55
??POWERSHARES S&P SMALLCAP LOW	914,835	$46.5M	1.6%	—	—	—	—	Increased 49
SCHR ETF SCHWAB INTERMEDIATE-TERM US TREASURY ETF	828,809	$45.5M	1.6%	—	$22.44	+1.91%	4 qtrssince 2019-Q1	Increased 52
SCHM ETF SCHWAB U.S. MID-CAP ETF	656,603	$39.5M	1.4%	—	$16.94	+7.46%	4 qtrssince 2019-Q1	Increased 47
SCHP ETF SCHWAB US TIPS ETF	622,522	$35.3M	1.2%	—	$21.02	+4.30%	4 qtrssince 2019-Q1	Increased 50
SPAB ETF STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF	1.1M	$33.2M	1.2%	—	$23.59	+1.05%	4 qtrssince 2019-Q1	Increased 53