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

As of Q4 2020, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 214 positions in their 13F portfolio.

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

IVV at 18.4% of portfolio, worth $813M.

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

$4.4B as of Q4 2020, tracked across 214 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 2020?

View WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q4 2020 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 Q4 2020

SEC EDGAR SourceSEC Filings

Top Holdings214 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	2.2M	$813M	18.4%	—	$264.75	+31.29%	8 qtrssince 2019-Q1	Increased 67
VWO ETF VANGUARD FTSE EMERGING MARKETS	7.3M	$381.4M	8.6%	—	$29.87	+43.17%	8 qtrssince 2019-Q1	Increased 62
SCHF ETF SCHWAB INTL EQUITY ETF	7.2M	$266.3M	6.0%	—	$12.59	+23.21%	8 qtrssince 2019-Q1	Increased 62
MTUM ETF ISHARES MSCI USA MOMENTUM FA	1.4M	$224M	5.1%	—	$109.08	+39.66%	8 qtrssince 2019-Q1	Increased 63
JPIN ETF J P MORGAN EXCHANGE TRADED F	3.7M	$220.6M	5.0%	—	$40.38	+15.03%	8 qtrssince 2019-Q1	Increased 61
SCHZ ETF SCHWAB US AGGREGATE BOND ETF	3.9M	$217.9M	4.9%	—	$21.65	+7.62%	8 qtrssince 2019-Q1	Increased 63
SCHV ETF SCHWAB US LARGE-CAP VALUE	3.2M	$195M	4.4%	—	$15.42	+13.92%	8 qtrssince 2019-Q1	Increased 59
SCHX ETF SCHWAB US LARGE-CAP ETF	1.5M	$135.9M	3.1%	—	$10.20	+38.29%	8 qtrssince 2019-Q1	Increased 58
SCHA ETF SCHWAB US SMALL-CAP ETF	1.2M	$116.5M	2.6%	—	$15.84	+31.34%	8 qtrssince 2019-Q1	Increased 52
VNQ ETF VANGUARD REAL ESTATE ETF ETF	1.3M	$106.1M	2.4%	—	$59.24	+17.93%	4 qtrssince 2020-Q1	Increased 55
SPTM ETF SPDR PORT TTL STCK MRKT	2.1M	$99.6M	2.3%	—	$34.04	+25.45%	8 qtrssince 2019-Q1	Increased 54
LQD ETF ISHARES IBOXX INVESTMENT GRA	686,141	$93.4M	2.1%	—	$99.30	+13.13%	8 qtrssince 2019-Q1	Increased 57
SLYV ETF SS SPDR S&P 600 SC VAL ETF	1.3M	$90.5M	2.0%	—	$53.45	+11.82%	8 qtrssince 2019-Q1	Increased 52
SCHC ETF SCHWAB INTL SMALL-CAP EQUITY	1.9M	$72.8M	1.6%	—	$26.87	+21.10%	8 qtrssince 2019-Q1	Increased 48
SPMB ETF STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF	2.5M	$67.3M	1.5%	—	$21.29	+3.38%	8 qtrssince 2019-Q1	Increased 52
SPAB ETF SPDR SERIES TRUST	1.9M	$59M	1.3%	—	$24.49	+5.25%	8 qtrssince 2019-Q1	Increased 56
SCHO ETF SCHWAB SHORT-TERM US TREAS	988,535	$50.8M	1.1%	—	$21.31	+3.01%	8 qtrssince 2019-Q1	Increased 52
SCHP ETF SCHWAB STRATEGIC TR	807,476	$50M	1.1%	—	$21.83	+11.93%	8 qtrssince 2019-Q1	Increased 49
SCHE ETF SCHWAB EMRG MRKTS EQTY ETF	1.5M	$49.4M	1.1%	—	$21.42	+22.99%	8 qtrssince 2019-Q1	Increased 48
SPLV ETF INVESCO S&P 500 LOW VOLATILI	817,151	$45.9M	1.0%	—	$44.37	+13.04%	3 qtrssince 2020-Q2	Increased 48