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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
JMOMJ P Morgan Exchange Traded F
Recent Activity
Increased 0.01%
1.12%
$549.571M
9.62M shares@ $57.14 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Increased 0.06%
1.07%
$527.334M
7.839M shares@ $67.27 avg price
AVLVAmerican Centy Etf Tr
Recent Activity
Decreased 0%
1.03%
$507.273M
7.706M shares@ $65.84 avg price
MDYVSpdr Ser Tr
Recent Activity
Increased 0.01%
1.03%
$505.184M
6.358M shares@ $79.47 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 12.07%
1.03%
$505.044M
1.102M shares@ $458.18 avg price
VOOVanguard Index Fds
Recent Activity
Increased 1.07%
0.83%
$409.753M
776,532 shares@ $527.68 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 6.21%
0.82%
$405.525M
5.977M shares@ $67.86 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
Increased 0.04%
0.82%
$401.042M
6.517M shares@ $61.55 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 4.27%
0.77%
$377.34M
741,581 shares@ $508.84 avg price