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Eric Duncan

@Wealth Enhancement Advisory Services, Llc

Latest period2024 - Q4ReportedManaged Assets$49.486BTotal holdings2667
Assets growth rate6.38%Assets growth rate (2-Q avg)8.44%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Enhancement Advisory Services, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 2667 positions.

Assets under management

The assets under management (AUM) of Wealth Enhancement Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 49.486B in assets, with a quarterly growth rate of 6.38% and a 2-quarter average growth rate of 8.44%. The portfolio is managed by Eric Duncan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DWASInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased 0%
1.15%
$568.099M
6.117M shares@ $92.88 avg price
AVLVAmerican Centy Etf Tr
Recent Activity
Decreased 0%
1.03%
$507.273M
7.706M shares@ $65.84 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Decreased -0.17%
0.46%
$227.563M
3.856M shares@ $59.02 avg price
VVisa Inc
Recent Activity
Decreased 0%
0.45%
$220.8M
803,052 shares@ $274.96 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Decreased -0.07%
0.44%
$213.299M
4.192M shares@ $50.88 avg price
BIVVanguard Bd Index Fds
Recent Activity
Decreased -0.05%
0.26%
$126.135M
1.609M shares@ $78.38 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -0.02%
0.25%
$121.301M
2.91M shares@ $41.7 avg price
NBCMNeuberger Berman Etf Trust
Recent Activity
Decreased -0.01%
0.24%
$118.063M
5.39M shares@ $21.91 avg price
ICSHIshares Tr
Recent Activity
Decreased -0.67%
0.24%
$115.598M
2.278M shares@ $50.74 avg price
BOXXEa Series Trust
Recent Activity
Decreased 0%
0.24%
$114.12M
1.048M shares@ $108.94 avg price