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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
COWZPacer Fds Tr
Recent Activity
Decreased -0.22%
0.23%
$108.945M
1.884M shares@ $57.83 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.1%
0.22%
$105.025M
2.585M shares@ $40.64 avg price
KNOInvestment Managers Ser Tr I
Recent Activity
Decreased -0.05%
0.21%
$101.897M
2.106M shares@ $48.39 avg price
DFUSDimensional Etf Trust
Recent Activity
Decreased 0%
0.21%
$101.854M
1.638M shares@ $62.21 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -0.34%
0.2%
$95.957M
1.421M shares@ $67.52 avg price
TOTLSsga Active Etf Tr
Recent Activity
Decreased -0.04%
0.19%
$91.215M
2.203M shares@ $41.41 avg price
SPTLSpdr Ser Tr
Recent Activity
Decreased -0.07%
0.19%
$91.178M
3.137M shares@ $29.07 avg price
SCHGSchwab Strategic Tr
Recent Activity
Decreased -0.45%
0.19%
$89.095M
855,204 shares@ $104.18 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -0.04%
0.18%
$85.125M
1.133M shares@ $75.11 avg price
SCHZSchwab Strategic Tr
Recent Activity
Decreased -0.38%
0.17%
$81.997M
1.726M shares@ $47.53 avg price