WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings214 positions
ISHARES TR | 2.2M | $813M | 18.4% | $262.29 | +32.17% | 8 qtrssince 2019-Q1 | Increased 67 |
VANGUARD INTL EQUITY INDEX F | 7.3M | $381.4M | 8.6% | $29.88 | +42.28% | 8 qtrssince 2019-Q1 | Increased 62 |
SCHWAB STRATEGIC TR | 7.2M | $266.3M | 6.0% | $12.50 | +22.45% | 8 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 1.4M | $224M | 5.1% | $108.76 | +39.65% | 8 qtrssince 2019-Q1 | Increased 63 |
J P MORGAN EXCHANGE TRADED F | 3.7M | $220.6M | 5.0% | $39.45 | +14.69% | 8 qtrssince 2019-Q1 | Increased 61 |
SCHWAB STRATEGIC TR | 3.9M | $217.9M | 4.9% | $21.50 | +7.62% | 8 qtrssince 2019-Q1 | Increased 63 |
SCHWAB STRATEGIC TR | 3.2M | $195M | 4.4% | $15.32 | +14.49% | 8 qtrssince 2019-Q1 | Increased 59 |
SCHWAB STRATEGIC TR | 1.5M | $135.9M | 3.1% | $10.10 | +39.30% | 8 qtrssince 2019-Q1 | Increased 58 |
SCHWAB STRATEGIC TR | 1.2M | $116.5M | 2.6% | $15.80 | +30.77% | 8 qtrssince 2019-Q1 | Increased 52 |
VANGUARD INDEX FDS | 1.3M | $106.1M | 2.4% | $57.19 | +20.97% | 4 qtrssince 2020-Q1 | Increased 55 |
SPDR SER TR | 2.1M | $99.6M | 2.3% | $33.98 | +25.18% | 8 qtrssince 2019-Q1 | Increased 54 |
ISHARES TR | 686,141 | $93.4M | 2.1% | $98.45 | +13.13% | 8 qtrssince 2019-Q1 | Increased 57 |
SPDR SER TR | 1.3M | $90.5M | 2.0% | $52.70 | +12.02% | 8 qtrssince 2019-Q1 | Increased 52 |
SCHWAB STRATEGIC TR | 1.9M | $72.8M | 1.6% | $26.87 | +21.10% | 8 qtrssince 2019-Q1 | Increased 48 |
SPDR SER TR | 2.5M | $67.3M | 1.5% | $20.95 | +4.00% | 8 qtrssince 2019-Q1 | Increased 52 |
SPDR SER TR | 1.9M | $59M | 1.3% | $24.32 | +5.25% | 8 qtrssince 2019-Q1 | Increased 56 |
SCHWAB STRATEGIC TR | 988,535 | $50.8M | 1.1% | $21.11 | +3.01% | 8 qtrssince 2019-Q1 | Increased 52 |
SCHWAB STRATEGIC TR | 807,476 | $50M | 1.1% | $21.71 | +11.93% | 8 qtrssince 2019-Q1 | Increased 49 |
SCHWAB STRATEGIC TR | 1.5M | $49.4M | 1.1% | $21.39 | +22.89% | 8 qtrssince 2019-Q1 | Increased 48 |
INVESCO EXCH TRADED FD TR II | 817,151 | $45.9M | 1.0% | $44.37 | +13.04% | 3 qtrssince 2020-Q2 | Increased 48 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC manages $4.4B across 214 positions as of Q4 2020. Top holdings: IVV (18.4%), VWO (8.6%), SCHF (6.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 50 new positions, 41 exits, 103 increased. Top move: IVV (INCREASED, conviction 67). Portfolio: $4.4B across 214 positions.
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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